LAKEHOUSE

Funds management

The Sydney-based boutique fund manager has listed its inaugural ETF on the ASX, based on an existing fund that provides exposure to mid-to-large growth companies....

People & Products

Rob Prugue, former chief executive of Lazard- Asia Pacific, has joined Lakehouse Capital as a non-executive director....

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Features

There were five funds in this FE fundinfo Crown Fund Rating rebalance which received the highest ranking in their first-ever rating. ...

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Funds management

Knowing when to soft close a fund can be a difficult but necessary decision for a firm as it navigates the balance between gaining more assets and achieving fund outperfo...

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Funds management

‘Aggressive buying’ of stocks that would benefit from social distancing during the market downturn and expecting the COVID-19 pandemic would be worse than anticipated has...

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Funds management

The latest FE fundinfo Crown Ratings rebalance has revealed the degree to which the times have not suited many value funds but have nonetheless seen 50 upgrades to the to...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

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

4 months 1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week ago