FUNDS MANAGEMENT

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. ...

INDUSTRY NEWS

First Sentier has launched its second active ETF, offering advisers an ETF version of its Ex-20 Australian Share strategy. ...

INDUSTRY NEWS

BlackRock has revealed that its iShares bitcoin ETF suite has now become the firm’s most profitable product line following the launch of its Australian bitcoin ETF last m...

INDUSTRY NEWS

Betashares has expanded its fixed income range with the launch of its Australian credit income ETF, offering income-focused investors an alternative to direct hybrids. ...

INDUSTRY NEWS

Fidelity International has rebranded its Global Demographics fund following an internal review to align the fund with a low-cost, research investment approach as well as ...

INDUSTRY NEWS

Royal London Asset Management has launched four global funds in Australia with Equity Trustees as its responsible entity as the fund manager builds “solid foundations” he...

INDUSTRY NEWS

Morningstar has become the latest research house to express concern about private credit funds, suggesting it is conducting further checks before handing out a fund ratin...

INDUSTRY NEWS

Real estate fund manager Centuria Capital has acquired Arrow Funds Management, a specialist agriculture fund manager. ...

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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 3 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

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 3 days ago

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

2 days 23 hours ago

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 ...

6 days 20 hours ago
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