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FUNDS MANAGEMENT

INDUSTRY NEWS

Pinnacle Investment Management has continued its focus on international expansion with the appointment of a managing director from T. Rowe Price....

INDUSTRY NEWS

Financial research firm Wealth Data, which publishes the weekly financial adviser numbers, has been sold to fintech firm Padua Solutions....

INDUSTRY NEWS

Betashares is to merge its managed account business with InvestSense to form a purpose-built option for financial advisers, forecasting a positive outlook for future indu...

INDUSTRY NEWS

With fund managers using ETFs as a way to reach the adviser market with a diversified product range, Betashares has shared how many ETFs were listed and closed during the...

INDUSTRY NEWS

Platinum Asset Management’s head of investment, Douglas Isles, has departed the fund manager after 12 years as the firm reshapes the business amid a merger with L1 Capita...

INDUSTRY NEWS

Investment consultancy Ascalon Capital has looked to research houses for hires, appointing one each from Zenith and Lonsec while Zenith has made an internal promotion. ...

INDUSTRY NEWS

Financial advisers should approach private markets with a mix of “scepticism and education” to ensure they are investing in an asset suitable for their clients’ needs, ac...

INDUSTRY NEWS

The merger with L1 Capital will “inject new life” into Platinum, Morningstar believes, but is unlikely to boost Platinum’s declining funds under management. ...

INDUSTRY NEWS

More than half of the top 20 most popular shares bought by advised investors during the first half of 2025 were ETFs, according to AUSIEX data....

INDUSTRY NEWS

At least two-thirds of ETF flows are understood to be driven by intermediaries, according to Global X, as net flows into Australian ETFs spike 97 per cent in the first ha...

INDUSTRY NEWS

Inflows for the first half of 2025 for GQG Partners stand at US$8 billion, but the firm has flagged fund underperformance could be a headwind for future flows....

INDUSTRY NEWS

BlackRock has announced its plan to acquire real estate investment firm ElmTree Funds which will be integrated into its new private financing solutions business. ...

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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 4 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 4 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 6 days ago