FUNDS MANAGEMENT

Financial planning

Mason Stevens has merged with 2020 Funds Management and 2020 DIRECTINVEST with a view to improving its scale, distribution and variety of product offerings....

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Financial planning

A scaling back of the services offered in Australia by S&P Capital IQ could be a symptom of an overcrowded market undergoing a rationalisation - but more consolidation co...

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Financial planning

A scaling back of the services offered in Australia by S&P Capital IQ could be a symptom of an overcrowded market undergoing a rationalisation - but more consolidation co...

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Financial planning

The Private Capital Income Fund has received a three-and-a-half star rating from specialist property fund ratings agency SQM Research....

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Financial planning

Melbourne-based property funds manager Orchard Funds Management has rebranded to Arena Investment Management, effective immediately....

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Financial planning

Melbourne-based property funds manager Orchard Funds Management has rebranded to Arena Investment Management, effective immediately....

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People & Products

AMP Capital has added to its Multi-Asset Group with the appointment of Gary Burke to the new role of senior portfolio manager....

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People & Products

BetaShares Capital has appointed Vinnie Wadhera as director, portfolio and national account sales....

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Financial planning

WHK Group has appointed Mercer to provide investment research support and Macquarie Private Wealth to provide share execution services following a competitive market tend...

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Financial planning

Treasury Group has announced an increase in funds under management (FUM) but a decrease in net profit after tax (NPAT) in what it describes as a "difficult year" for fund...

Funds management

The emergence of new boutique replicas within the safety of institutional structures mean fund managers can enjoy the benefits of boutiques without the headaches. Lucinda...

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Financial planning

The past 12 months have proven challenging for most fund managers, with above-index returns eluding most of the sector. Ashleigh McIntyre reports....

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Financial planning

Researcher Standard & Poor's has announced ratings on the Perennial Growth Australian Shares funds will remain unchanged following the fund manager’s announcement that re...

People & Products

Wilson HTM chief executive David Groth has stepped down after a year in the role, sparking a major reshuffle at the group....

Superannuation

Shorten tells SPAA conference the Government is committed to lifting concessional caps but rules out getting rid of them....

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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 5 days ago

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

1 month 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 3 days 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. ...

6 days 6 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...

5 days 10 hours ago