FUNDS MANAGEMENT

INDUSTRY NEWS

An FSC report found female representation in portfolio management and analyst roles has improved in 2024 amid diversity efforts, although the figure dipped drastically fo...

INDUSTRY NEWS

PwC suggests asset managers are accelerating plans to build out their asset classes, supported by mergers and strategic partnerships, to capitalise on clients' diversific...

INDUSTRY NEWS

As cost-cutting programs drive a rise in wealth management redundancies, a recruitment consultant suggests highly regarded talent are seeing their loyalty tested in an un...

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. ...

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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’...

2 months ago

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

2 months 4 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...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 5 days ago
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