FUNDS MANAGEMENT

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. ...

INDUSTRY NEWS

A major E&P shareholder has admonished the firm’s decision to delist the company at a time when shares are finally starting to recover from significant losses, as “only a...

INDUSTRY NEWS

Boutique fund manager Spatium Capital has announced consolidation plans with Singapore-based investment group Conduit Group. ...

INDUSTRY NEWS

Organisations must go beyond recruiting a diverse workforce and embed a culture of inclusion to reap the benefits, according to one executive....

INDUSTRY NEWS

A former investment manager has been sentenced in Sydney for forging performance reports related to managed discretionary account investments....

INDUSTRY NEWS

The victory by Donald Trump in the US presidential election could cause fund managers to reconsider the naming of their ESG funds as the US undergoes a political backlash...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

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

5 months 2 weeks ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 10 hours 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...

3 weeks ago

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

1 week 4 days ago