FUNDS MANAGEMENT

INDUSTRY NEWS

Money Management and principal partner, Mortgage Choice, are proud to announce 30 winners for the annual Women in Finance Awards 2024. ...

INDUSTRY NEWS

Global fund managers are the most overweight to US equities since August 2013 on the back of the election of Donald Trump as US president-elect, according to Bank of Amer...

INDUSTRY NEWS

Pitcher Partners has urged caution about the use of private credit funds, despite a widespread push by fund managers on the benefits of the products....

INDUSTRY NEWS

Just one day after Selfwealth received a “highly attractive” acquisition bid from Bell Financial Group, it has received a second non-binding indicative proposal from a ri...

INDUSTRY NEWS

With nearly one-third of financial advisers utilising Australian Ethical’s investment options, expanding its advised channels remains a key focus for the firm....

INDUSTRY NEWS

The firm has looked overseas to tap Lucinda Hill for the newly created role of executive general manager, product and operations, as it looks to expand into the US....

INDUSTRY NEWS

Fixed income ETFs have staged a comeback after seeing a dip in September, according to Betashares’ latest monthly report, with three funds being among the top 10 largest ...

INDUSTRY NEWS

The global investment manager is understood to be seeking a larger footprint in alternatives as it eyes taking a potential stake in a private credit manager. ...

INDUSTRY NEWS

Selfwealth has announced it has received a “highly attractive” bid from Bell Financial Group to acquire 100 per cent of the company, valuing the company at $51 million....

INDUSTRY NEWS

The fund manager has voiced optimism regarding the 60/40 allocation, noting the strategy can be a wise choice for clients in the long term....

INDUSTRY NEWS

Platinum chief executive Jeff Peters says the firm’s turnaround strategy is beginning to demonstrate its first “green shoots” amid slowing outflows and improved investmen...

INDUSTRY NEWS

Mason Stevens has appointed a portfolio manager from AMP as its new head of asset allocation as David Macri departs after just over a year. ...

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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....

1 week ago

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

3 weeks 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 5 days ago
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