Winner of Executive of the Year – Funds Management 2025
NEWS AND RESEARCH
Shadforth CEO Terry Dillon has told Money Management the time is right to pursue inorganic growth as it seeks to double in size by 2030 and acquires…
Franklin Templeton has completed its global integration of Martin Currie into ClearBridge Investments following its scrapping of the brand earlier…
Entireti has announced the rebranding of PFS Investment Management, bringing together the group’s investment capabilities to support its licensee…
ECP Asset Management has promoted Justin Warton to partner, investments, as its Global Growth Fund launches on the HUB24 platform.
Colonial First State has appointed J.P. Morgan Asset Management to manage two global equity strategies run as multimanager single sector options.
The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
Loftus Peak Global Disruption Fund Hedged
118.15 3 y p.a(%)
2
Global X 21Shares Bitcoin ETF
75.00 3 y p.a(%)
3
DomaCom DFS Mortgage
67.30 3 y p.a(%)
4
UBS Solactive Global Pure Gold Miners UCITS ETF Dis USD
61.11 3 y p.a(%)
5
Global X Ultra Long Nasdaq 100 Complex ETF
60.93 3 y p.a(%)
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INVESTMENT INSIGHTS
EQUITIES
Domestic equity managers are lagging the ASX 200 in the first half of the year, according to S&P, with almost three-quarters of Australian equity funds underperforming ov...
Ausbil has launched its first active ETF in response to adviser demand for a dual-access product offering regular monthly income. ...
Betashares has expanded its equity range, launching its latest Australian equity ETF and reducing the management fee on its existing global dividend ETF....
Australian Ethical Investment has announced the resignation of Andy Gracey, a portfolio manager and 20-year veteran of the firm....
Global asset manager Robeco has expanded its Australian fund management team with an equity appointment....
FIXED INCOME
Advisers should be wary of allocating too heavily to fixed income ETFs, believes BondAdviser’s Charlie Callan, as it could present a diversification risk if the vehicle i...
When it comes to the phase-out of AT1 bonds, Schroders fixed income manager Helen Mason has urged financial advisers to sell up sooner rather than later or risk capital l...
When it comes to the phase-out of AT1 bonds, Schroders fixed income manager Helen Mason has urged financial advisers to sell up sooner rather than later or risk capital l...
Franklin Templeton has announced it will close its Australian Core Plus Bond Fund, having changed two fixed income funds in its Brandywine range last week. ...
Franklin Templeton has reduced fees for two of its Brandywine fixed income funds and enacted a name change for its Global Income Optimiser fund....
MANAGED ACCOUNTS
Managed accounts saw net inflows of $16.7 billion in the six months to 30 June, as IMAP chair Toby Potter describes the offering as having reached their “maturity phase”....
Colonial First State has exceeded $20 billion invested in its CFS managed accounts, announcing multiple expansions to its platform offering. ...
For overseas fund managers coming to Australia, a focus on platforms is critical for achieving growth, according to IMAP chair Toby Potter, flagging iCapital’s partnershi...
Evidentia Private has appointed PIMCO’s Haydn Scott as principal for private wealth solutions, focusing on asset consulting and private markets. ...
Investment Trends has revealed Australian advisers are increasingly turning to ETFs to provide portfolio diversification, while new inflows for unlisted managed accounts ...
FINANCIAL PLANNING
Shadforth CEO Terry Dillon has told Money Management the time is right to pursue inorganic growth as it seeks to double in size by 2030 and acquires a Melbourne advice fi...
Entireti has announced the rebranding of PFS Investment Management, bringing together the group’s investment capabilities to support its licensee network....
Licensees have been urged by ASIC to ensure their advisers’ FAR records are updated, as ASIC’s latest estimates find more than 3,000 advisers could be unable to provide a...
Major licensee Count has enacted its latest M&A deal, acquiring the accounting and audit client base of a Sydney accounting firm....
Australian Unity has announced a successor for chief executive Rohan Mead, who will depart the firm after more than 20 years. ...
PEOPLE & PRODUCTS
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November....
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025. ...
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certan...
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company....
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA....
FUNDS MANAGEMENT
Franklin Templeton has completed its global integration of Martin Currie into ClearBridge Investments following its scrapping of the brand earlier this year....
ECP Asset Management has promoted Justin Warton to partner, investments, as its Global Growth Fund launches on the HUB24 platform. ...
Colonial First State has appointed J.P. Morgan Asset Management to manage two global equity strategies run as multimanager single sector options. ...
The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....
Global asset manager Allspring Global Investments has hired an experienced sales head as it looks to expand its presence in Australia and New Zealand....
SUPERANNUATION
Data and technology provider Novigi has acquired Iress’ superannuation consulting and managed services business from Apex Group. ...
AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...
Unveiling its performance for the calendar year 2024, AMP has noted a “careful” investment in bitcoin futures proved beneficial for its superannuation members....
SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...
The second tranche of DBFO reforms has received strong support from superannuation funds and insurers, with a new class of advisers aimed to support Australians with thei...
LIFE/RISK
Policy and advocacy specialist Benjamin Marshan has left the Council of Australian Life Insurers after less than a year, having joined in March from the Financial Plannin...
The declining volume of risk advisers meant KPMG has found a rising lapse rate for insurance policies arranged by independent financial advisers, particularly in the TPD ...
The Life Insurance Code of Practice has transferred from the Financial Services Council to the Council of Australian Life Insurers....
The firm has announced it will no longer be writing new life insurance policies in the retail advised and corporate group insurance channels, citing a declining market an...
ASIC has issued its first interim stop order on two life insurance products from ClearView Life for DDO failures....
ACCOUNTING
Australian Ethical has reported its net profit after tax (NPAT) fell 15% to $9.6 million for the year ended 30 June, while its underlying profit after tax (UPAT) declined...
Insignia Financial has announced a 59% increase in its underlying net profit after tax (UNPAT) to $234.5 million in FY22....
Having completed their educational qualifications, those advisers who remain in the industry are reporting being “run off their feet” with new clients....
With October being Mental Health Month, it’s a good opportunity for people in the profession to look out for each other’s mental health....
The Administrative Appeals Tribunal has rejected an application by a former tax agent to stay a Tax Practitioners Board decision to terminate his registration with the ma...
POLICY & REGULATION
The Reserve Bank of Australia (RBA) has lowered rates to a level not seen since mid-2023....
Financial Services Minister Stephen Jones has shared further details on the second tranche of the Delivering Better Financial Outcomes reforms including modernising best ...
The Federal Court has found a company director guilty of operating unregistered managed investment schemes and carrying on a financial services business without holding a...
The Governance Institute has said ASIC’s governance arrangements are no longer “fit for purpose” in a time when financial markets are quickly innovating and cyber crime b...
Compliance professionals working in financial services are facing burnout risk as higher workloads, coupled with the ever-changing regulation, place notable strain on sta...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
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