FUNDS MANAGEMENT

INDUSTRY NEWS

Evidentia’s chief investment strategist Nathan Lim has announced his retirement after a 30-year career. ...

INDUSTRY NEWS

GQG Partners has marked its fifth consecutive month of outflows as its AI concerns lead to fund underperformance but overall funds under management increased to US$166.1 ...

INDUSTRY NEWS

Apostle Funds Management is actively pursuing further partnerships in Asia and Europe but finding a suitable manager is a “needle in a haystack”. ...

INDUSTRY NEWS

Managed account provider Trellia Wealth Partners, formed from the merger between Betashares and InvestSense, has appointed its first managing partner. ...

INDUSTRY NEWS

Nuveen has made its private real estate strategy available to Australian wholesale investors, democratising access to a typically institutional asset class. ...

INDUSTRY NEWS

VanEck is expanding its fixed income range with a new ETF this week to complement its existing subordinated debt strategy which has received $1 billion in inflows this ye...

INDUSTRY NEWS

Specialist global equities manager Nanuk has celebrated 10 years of its flagship New World Fund and is actively considering its next possible vehicle. ...

INDUSTRY NEWS

Australian equities manager Datt Capital has built a retail-friendly version of its small-cap strategy for advisers, previously only available for wholesale investors....

INDUSTRY NEWS

The dominance of passive funds is having a knock-on effect on Australia’s M&A environment by creating a less responsive shareholder base, according to law firm Minter Ell...

INDUSTRY NEWS

Morningstar Australasia is scrapping its controversial use of algorithm-driven Medalist ratings in Australia next year and confirmed all ratings will now be provided by h...

INDUSTRY NEWS

LGT Wealth Management is maintaining a neutral stance on US equities going into 2026 as it is worried whether the hype around AI euphoria will continue. ...

INDUSTRY NEWS

Tyndall Asset Management is to close down the Tyndall brand and launch a newly-branded affiliate following a “material change” to its client base. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

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