Zenith calls for ‘healthy’ AI stock allocations

artificial-intelligence/Zenith/fund-management/technology/

| By Jasmine Siljic |

Zenith Investment Partners has highlighted the importance of a diversified investment approach to holding artificial intelligence stocks, rather than relying on a concentrated number of players.

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artificial intelligence

Zenith

fund management

technology

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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What causes an asset management M&A deal to fail?

Perpetual/amp/PM-Capital/regal-funds-management/GQG-Partners/

| By Laura Dew |

Funds management

“Unacceptable circumstances”, a lack of shareholder support and Chinese regulatory delays are among reasons for problems with M&A deals in the fund management industry recently.

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Perpetual

amp

PM Capital

regal funds management

GQG Partners

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Advisers outrank government as source of retirement support

financial-advice/financial-services-council/retirement/treasury/

| By Jasmine Siljic |

Financial planning

Australian consumers say they are more likely to seek retirement advice from a financial adviser or their super fund, the FSC reveals, demonstrating a distrust of government retirement support.

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financial advice

financial services council

retirement

treasury

AUTHOR

Jasmine Siljic

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Magellan puts US in its sights for growth

Magellan/Andrew-Formica/Sophia-Rahmani/North-America/

| By Laura Dew |

Funds management

Magellan has detailed its plan to revamp its business in the US, with executive chairman Andrew Formica saying he can see a “tremendous opportunity” for the firm.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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T. Rowe Price warns of earnings disappointment in Australia

T-Rowe-Price/australian-equities/Australian-fixed-income/fund-management/

| By Laura Dew |

Funds management

The short-term outlook for Australian earnings is “at risk of disappointing”, according to T. Rowe Price, as it retains its underweight in the space.

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T Rowe Price

australian equities

Australian fixed income

fund management

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Filtering out the noise in small-cap markets: Ausbil

Ausbil/Small-caps/australian-equities/

| By Laura Dew |

Funds management

Speaking with the current and former employees of a potential stock is one way that Ausbil small-cap portfolio manager, Andrew Peros, tries to retain an edge in his investment strategy.

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Ausbil

Small caps

australian equities

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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AFCA accelerates work on Dixon complaints ahead of CSLR

AFCA/Dixon-Advisory/dass/CSLR/

| By Laura Dew |

Financial planning

AFCA has doubled the team handling Dixon Advisory complaints, with the Compensation Scheme of Last Resort just six weeks away from implementation.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Is Xplan a ‘necessary evil’ for financial advisers?

iress/XPLAN/Software/financial-planning-software/

| By Jasmine Siljic |

Financial planning

Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights its transformation strategy to improve.

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iress

XPLAN

Software

financial planning software

AUTHOR

Jasmine Siljic

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Has leadership appointment boosted Magellan’s rating?

Magellan/morningstar/leadership/maple-brown-abbott/Sophia-Rahmani/

| By Laura Dew |

Funds management

Describing the appointment of Sophia Rahmani as Magellan’s new managing director last week as an “encouraging step”, Morningstar has detailed whether it is enough to increase its ranking of the asset manager.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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GQG CEO on difficulties of asset manager M&A activity

GQG-Partners/M&A/Pacific-Current-Group/

| By Laura Dew |

Funds management

GQG Partners chief executive, Tim Carver, believes it is “very, very hard” to pursue M&A in the asset management space after a failed bid for Pacific Current Group last year.

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GQG Partners

M&A

Pacific Current Group

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Zenith calls for ‘healthy’ AI stock allocations

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

What causes an asset management M&A deal to fail?

AUTHOR

Laura Dew

Laura 's social profiles:

Advisers outrank government as source of retirement support

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Magellan puts US in its sights for growth

AUTHOR

Laura Dew

Laura 's social profiles:

T. Rowe Price warns of earnings disappointment in Australia

AUTHOR

Laura Dew

Laura 's social profiles:

Filtering out the noise in small-cap markets: Ausbil

AUTHOR

Laura Dew

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AFCA accelerates work on Dixon complaints ahead of CSLR

AUTHOR

Laura Dew

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Is Xplan a ‘necessary evil’ for financial advisers?

AUTHOR

Jasmine Siljic

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Has leadership appointment boosted Magellan’s rating?

AUTHOR

Laura Dew

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GQG CEO on difficulties of asset manager M&A activity

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Laura Dew

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