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FUNDS MANAGEMENT

INDUSTRY NEWS

Former Platinum co-founder James Simpson will take up a non-executive role at Income Asset Management as two directors retire. ...

INDUSTRY NEWS

Bell Financial Group has announced a 44 per cent decline in half-year net profit after tax but record funds under advice as it transitions into a diverse wealth managemen...

INDUSTRY NEWS

Having predicted three ETF trends for Australia at the start of this year, State Street has shared how these are tracking and whether Australia will successfully reach US...

INDUSTRY NEWS

Magellan fund manager Nikki Thomas is to depart next month as the firm reviews its range of global equity funds and transitions her High Conviction fund....

INDUSTRY NEWS

Sydney-based alternative fund manager East Coast Capital Management has formed its first advisory council as it enters its next phase of growth. ...

INDUSTRY NEWS

With 40 per cent of advice practices looking to increase their ETF usage, the next frontier being embraced is smart beta ETFs with flows doubling in July, providers have ...

INDUSTRY NEWS

Australian ETFs saw flows of $5.8 billion in July, more than double the previous month, and adviser adoption is tipped to help total flows reach $50 billion by the end of...

INDUSTRY NEWS

Pinnacle’s London affiliate, Life Cycle Investment Partners, has secured over $15 billion in FUM in its first year and achieved profitability, the firm’s fastest affiliat...

INDUSTRY NEWS

For foreign fund managers looking to come to Australia, a financial services law firm has shared which regulatory option offers them the quickest pathway?...

INDUSTRY NEWS

Betashares has partnered with a US fund manager to form a private capital division aimed at providing financial advisers and wholesale clients with private markets invest...

INDUSTRY NEWS

GQG Partners has lost over US$1 billion from an institutional client, contributing to FUM falling by US$6 billion in July, as it flags fund underperformance could lead to...

INDUSTRY NEWS

Perpetual Asset Management has launched its inaugural fixed income and credit active ETF, cashing in on the recent boom in the asset class....

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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’...

1 week 1 day ago

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

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago