FUNDS MANAGEMENT

INDUSTRY NEWS

Global wealth advisers are cautiously optimistic about the future, with many expecting to meet their clients’ financial goals over the next few years despite economic cha...

INDUSTRY NEWS

A new survey has found advisers are planning to increase allocations to global equities as well as Australian small caps in the next six months, however they believe high...

INDUSTRY NEWS

The fund manager has announced plans to debut its first exchange-traded fund, launching in the first half of 2025....

INDUSTRY NEWS

The average managed fund fee has declined by a third over the past 10 years, however InvestSMART’s analysis suggests this has not necessarily translated to them outperfor...

INDUSTRY NEWS

The Australian Bureau of Statistics has reported the October figure for CPI inflation, driven by significant falls in electricity as the result of government rebates....

INDUSTRY NEWS

UBS Wealth Management has shared how much of a client portfolio it believes advisers could be allocating to private markets as well as detailed the importance of switchin...

INDUSTRY NEWS

Boosted by its newly launched private credit division, asset manager HMC Capital has set an ambitious growth target of 42 per cent per annum over the next three years to ...

INDUSTRY NEWS

Geared funds are proving to be a popular strategy for wealth accumulation, however its complex nature means financial advisers have an important role to play in harnessin...

INDUSTRY NEWS

With clients concerned about credit valuations, AXA Investment Managers’ Chris Iggo has stated bonds will “easily beat” inflation over the next 12 months. ...

INDUSTRY NEWS

BlackRock’s director of wealth distribution has told Money Management that the asset manager has rebalanced its model portfolios to trim its fixed income exposure. ...

INDUSTRY NEWS

Two Australian fund managers have launched active ETFs on the ASX, one investing in global equities and the other investing in Australian small caps. ...

INDUSTRY NEWS

Pinnacle Investment Management is targeting increasing exposure to global private markets as domestic affiliates in Metrics and Five V lead its net inflows. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks ago

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

1 month 1 week 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 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

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. ...

2 weeks 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. ...

3 weeks 3 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo