FUNDS MANAGEMENT

INDUSTRY NEWS

Conventional investment choices and the failure to distinguish between bonds could be costing investors significant returns, a boutique fixed interest asset manager says....

INDUSTRY NEWS

A group of local and international investors have praised the current environment as optimal for retail investment in alternatives. ...

INDUSTRY NEWS

The latest figures on the reverse mortgage market reveal a worrying trend of financial planners continuing to retreat from the market, DomaCom general manager - professio...

INDUSTRY NEWS

Funds management director Caroline Saunders made redundant after strategic review of Barclays’ funds management operations...

INDUSTRY NEWS

Funds management and third party marketing and distribution firm Winston Capital Partners has made two senior appointments and signed up two managed funds in line with it...

INDUSTRY NEWS

Merger and acquisition (M&A) activity is tipped to rise in 2013, with 10 per cent of fund managers planning to acquire another business in the next five years, a report s...

INDUSTRY NEWS

Too many small business owners are reliant on the sale of their business to fund their retirement....

INDUSTRY NEWS

The longer the debt crisis continues the greater will be the divide between leaders and laggards in the institutional world, according to CREATE chief executive Professor...

INDUSTRY NEWS

The reverse mortgage sector has flourished in the last year, but customers are still being limited by a dwindling number of providers, a Deloitte snapshot shows....

INDUSTRY NEWS

Macquarie Group has reaped the benefits of integrating Perpetual’s Private Wealth Platform into its wrap business, recording a 46.7 per cent increase in retail managed fu...

INDUSTRY NEWS

Russell Investments has released a research paper that explores whether using a fixed price for FX transactions provides the best outcomes for investors....

INDUSTRY NEWS

Boutique fund manager Aura Funds Management (AFM) has formed a strategic alliance with McGrath Estate Agents in a bid to enter the Australian market with Significant Inve...

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 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 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 4 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo