FUNDS MANAGEMENT

INDUSTRY NEWS

Perpetual has made a major announcement about its deal with KKR after an independent expert ruled it would not be in the best interest of shareholders....

INDUSTRY NEWS

According to Magellan, departing head of investment, Gerald Stack, has enacted a “textbook succession plan” which has helped reduce forecasted outflows from his infrastru...

INDUSTRY NEWS

Payton Capital has appointed a head of credit to its ranks, representing a key step in its growth strategy as it builds out its private credit platform under HMC Capital....

INDUSTRY NEWS

Nikko Asset Management has formed a joint venture with an Asian private asset manager, the latest in a series of alternatives deals by fund managers....

INDUSTRY NEWS

MA Financial’s AUM surpassed $10 billion in its 2024 full-year results, as the alternative asset manager looks to achieve $15 billion in AUM by the end of next year....

INDUSTRY NEWS

Selfwealth has provided an update on the status of its scheme implementation deed with Bell Financial Group as well as whether rival bidder Svava remains in the picture. ...

INDUSTRY NEWS

Magellan Financial Group has reported its first half FY25 results while appointing a new chief financial officer and promoting Sophia Rahmani to chief executive....

INDUSTRY NEWS

Schroders Australia has launched two active ETFs and plans to further expand its listed range over the year ahead. ...

INDUSTRY NEWS

Platform Netwealth has reported its financial results for the first half of FY25, reporting an 80 per cent increase in net flows, with its CEO viewing a “huge opportunity...

INDUSTRY NEWS

Merlon Capital Partners has made multiple appointments to its business, including the former chief executive of AMP and two investment specialists from Platinum Asset Man...

INDUSTRY NEWS

Clime Investment Management has appointed a portfolio manager on its Clime International Fund, who transitions from his role as a private bank financial adviser....

INDUSTRY NEWS

Macquarie Asset Management has unveiled two new fixed income ETFs, strengthening the firm’s global active ETF platform that launched in 2023....

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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’...

2 months ago

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

2 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...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

6 days 21 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 4 days ago
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