FUNDS MANAGEMENT

INDUSTRY NEWS

BlackRock has opted to reduce exposure to Australian equities in its model portfolios, taking profits after strong ASX performance year-to-date. ...

INDUSTRY NEWS

Betashares is preparing to enter the private asset space, with the ETF provider set to unveil plans to roll out a suite of unlisted funds starting with a US private credi...

INDUSTRY NEWS

Wealth managers who lack expertise in alternatives could find themselves at risk of losing clients, according to iCapital, with a shift towards evergreen funds already at...

INDUSTRY NEWS

The development of semi-liquid private equity funds is providing an easier way for wealth managers to access the asset class, according to a panel, while firms are substa...

INDUSTRY NEWS

Generation Development Group has appointed former Evidentia chief executive Peter Smith as an executive director. ...

INDUSTRY NEWS

Equity Trustees has paid three infringement notices issued by ASIC in which the corporate regulator alleged it made misleading statement about investments in a sustainabl...

INDUSTRY NEWS

Only three active asset managers are forecast to see positive flows through to FY29, according to Morningstar, with those focused on specialist fixed income in the best p...

INDUSTRY NEWS

Platinum Asset Management has provided an update on the possibility of a merger with asset manager L1 Capital following a period of due diligence....

INDUSTRY NEWS

Fund manager Pacific Current has appointed a former superannuation chief executive as its newest chair, succeeding Tony Robinson who departs after almost a decade to focu...

INDUSTRY NEWS

The possibility of a private credit ETF is looking unlikely for now with US vehicles seeing limited uptake, according to commentators, but fixed income alternatives exist...

INDUSTRY NEWS

Ahead of the approaching end of the financial year, State Street has shared five tips for advisers who are using ETFs in their client portfolios. ...

INDUSTRY NEWS

BT has appointed global fund manager Wellington Management to launch the Global Opportunistic Value Fund for Australian financial advisers. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 2 hours ago