FUNDS MANAGEMENT

Funds management

SSGA’s SPDR said for 2017, investors should seek income opportunities, invest in real assets and use gold and smart beta to mitigate volatility headwinds. ...

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Funds management

Unprecedented fee pressure and slow growth would force asset managers to cut costs and transform their business strategies, according to Casey Quirk....

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Funds management

Pengana has grown its FUM to $2 billion in three years, on the back of strong demand for active benchmark-unaware strategies....

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Funds management

Low cost passive FUM has grown by 271 per cent, but IOOF has warned advisers to look beyond costs to achieve clients’ objectives. ...

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Funds management

ETMFs were growing 350 per cent faster than mFunds and the industry would double over the next 18 months but active managers should develop more ETMFs....

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Funds management

Value stocks will be favoured, following the underperformance of ‘expensive defensives’, according to Perennial Value. ...

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Funds management

Jamieson Coote Bonds’ active Australian bond strategy has been added to Macquarie Wrap, following a ‘recommended’ rating of its wholesale fund. ...

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Funds management

Concentrated international share funds had outperformed their diversified counterparts over the last 12 months, according to research from ratings agency, Zenith. ...

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Financial planning

An eight-year study has shown that female fund managers have continued to be underrepresented across the globe....

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People & Products

Stockspot has chosen Class Portfolio to deliver investment and a tax reporting solution to its clients, as well as advisers in the Stockspot Partner Program....

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People & Products

AllianceBernstein (AB) has welcomed the addition of its managed volatility equities fund to Lonsec’s core model portfolios....

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People & Products

CFSGAM has recruited a former Origin Energy executive to its unlisted infrastructure asset management team....

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Knowledge Centre

VIDEO: Advisers and investors are increasingly building portfolios just out of ETFs. Here is head of iShares Australia with more. ...

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Funds management

In the low return world, fund managers needed to move toward waiving management fees and only charging out performance fees, according to Harvest Lane Asset Management. ...

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Funds management

Victoria’s minister for small business has endorsed IIG, stating that its fund would strengthen Australia’s economy....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 12 hours ago