FUNDS MANAGEMENT

Features

More boutique managers are setting up shop as they look to get away from the lack of individuality and constraints of larger institutional fund managers, Jassmyn Goh find...

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Features

As more and more boutiques are being set up, advisers should be aware of what they’re getting themselves into and will want familiarity in a potential manager, according ...

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Tools & guides

Catherine Chivers explores the difference between the definition of ‘dependant’ and ‘inter-dependency’ and its implications for receiving the superannuation death benefit...

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Tools & guides

Implemented successfully, a long/short equity strategy can help investors profit from rising share prices from its long positions, and profit from price declines below th...

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Features

Australians hold the least amount of bonds among the OECD countries, but some experts claim they are the key to mitigating risk. ...

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People & Products

BetaShares has announced new hires to its portfolio management and distribution teams as the ETF industry continues to grow....

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People & Products

FIIG achieved a milestone of passing $100 million for its Managed Income Portfolio Service, which it launched in mid-2015 so investors could retain direct ownership of th...

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People & Products

Nikko Asset Management has reduced some management fees on its Australian Share Income Fund, and grown its retail sales team....

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Funds management

Zenith has given Kardinia’s absolute return fund a ‘highly recommended’ tick for the fifth year in a row. ...

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People & Products

US-based Pavilion Financial Corporation has moved to acquire Altius Holdings in a move that expands its geographic footprint....

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Funds management

Contango Asset Management has been the subject of a management buy-out ahead of a planned IPO....

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Funds management

Resources round out the best performing Australian managed funds for the year, while technology begins to make its mark. ...

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Financial planning

Netwealth has partnered with Beulah Capital to launch two new private label managed account services for Choice Capital and Ashfords Wealth Advisors. ...

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Funds management

CFSGAM has launched its Asian growth strategy in Australia, making it the first Australian unit trust, managed by their Asian team. ...

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Funds management

MSCI is working to develop new factor indexes, on the back of overwhelming demand from Australian fund managers. ...

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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 2 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 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. ...

3 days 15 hours ago

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...

2 days 19 hours ago