FUND MANAGEMENT

People & Products

The Vertium Equity Income Fund has been added to Hub24 and FirstWrap’s IDPS superannuation menus....

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Funds management

There are significant active management investment opportunities thanks to the increasing flow of passive index funds and ETFs, Greencape Capital believes....

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Funds management

Boutique fund manager, Instreet Investments has raised more than $1 billion in funds under management since its inception in 2007....

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Funds management

Hong Kong-based DFL Fund Management has successfully launched an impact fund to promote female leadership — the Delphinium Female Leadership Fund....

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Funds management

The third best Australian equity fund said patience was key to outperforming the index over one, three, five and 10 years. ...

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Funds management

Australian Ethical Investment’s shares have jumped over 40 per cent but the company warns that may lower net profit after tax....

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Features

Irrespective of the Federal Budget, leverage will remain an important strategy device for both planners and their clients, according to a Money Management roundtable....

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Funds management

Australians are approaching their investments the wrong way around, and have invested the majority of their funds in Australia, instead of investing where returns are hig...

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Funds management

Advisers are looking to small cap funds due to the low earnings growth being delivered by companies on the ASX100, a fund manager believes....

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Funds management

Half year figures showing a 172 per cent increase in post-tax profit reflect a turn-around in fortunes for responsible investment fund manager, Australian Ethical....

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Funds management

Digital disruption in wealth management should focus on engagement not technology, according to BNP Paribas Securities Services....

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Funds management

Dalton Nicol Reid renames, NWQ fund recognised as best in Asia-Pacific and FGG lists after raising $302 million....

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Funds management

The criteria used to create factor investing should be examined, with some managers using in-house models that have not been tested in market conditions....

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Funds management

UBS Tactical Beta Growth has been named as the winner in the Multi-Sector category in this year’s Money Management/Lonsec Fund Manager of the Year Awards. ...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

1 day 23 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

1 day 23 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

2 days 18 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago