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Retail investors and financial advisers will now be able to invest in the actively managed Bentham Global Opportunities Fund with a minimum investment of $10,000....

People & Products • 10 July 2023

Kejal Somaia, co-head of multi-asset solutions at First Sentier Investors, has departed the firm after 17 years. ...

People & Products • 10 July 2023

Outlining the three sectors likely to do well in current market conditions, this portfolio manager explains why it is too simplistic to lean on large caps and blue-chip c...

Funds management • 11 July 2023

BlackRock and VanEck have reduced fees on several of their ETFs, all focused on property and infrastructure....

People & Products • 11 July 2023

Anticipating some economic weakness in the months ahead in its 2023 midyear outlook, the investment manager has shared its 10-year annualised return forecasts for Austral...

Funds management • 11 July 2023

Driven by the desire to access new segments, build market share, and diversify product offerings, there is a resurgence in M&A and partnerships among asset managers, acco...

Funds management • 11 July 2023

The regulation of financial advice is one of the highest priorities for the Australian Law Reform Commission as it looks to revamp financial services legislation....

Policy & Regulation • 11 July 2023

Sequoia has agreed to acquire two advice firms for $3.15 million, expected to complete by the end of this month. ...

Financial planning • 11 July 2023

State Street Corporation has appointed its executive vice-president, Jessica Donohue, to head of global investment insights, sustainability, and impact....

People & Products • 12 July 2023

Count chief financial and operating officer, Laurent Toussaint, who acted as interim chief executive after the departure of Matthew Rowe, will exit in September after fiv...

People & Products • 12 July 2023

Although emerging markets managed to buck the trend, riskier assets such as equities, property, and mixed asset funds have seen record outflows in the second quarter of 2...

Funds management • 12 July 2023

With mergers and consolidation activity at a record high for Australia’s superannuation industry, Money Management rounds up the merger talk so far in the first half of 2...

Superannuation • 12 July 2023

Ignition Advice has indicated it is moving away from a regional model in light of growth it is seeing in Europe and will not be appointing a dedicated Australian head to ...

People & Products • 12 July 2023

Money Management has collated five key takeaways from the Wealth Data weekly adviser movements over the last 12 months including the biggest month for departures and stat...

Financial planning • 12 July 2023

It could make sense for Australian wholesale investors to include corporate bonds in portfolios, with the traditional role of bonds re-emerging in 2023, writes Bruce Murp...

Expert Analysis • 12 July 2023

Risk targeted investing’s approach to changing market conditions combines realism and preparedness, taking the pressure off advisers and their clients, writes Tony Edward...

Expert Analysis • 12 July 2023

The number of rate decisions per year will reduce in 2024 under sweeping reforms following an independent review of the Reserve Bank of Australia. ...

Funds management • 12 July 2023

Platinum Asset Management has reported net outflows for 11 out of the last 12 months, as it releases its profit forecast for FY22-23....

Funds management • 13 July 2023

Minister for Financial Services, Stephen Jones, has reiterated his support for superannuation funds helping everyday Australians manage their money following widespread d...

Financial planning • 13 July 2023

Several months after the departure of abrdn head of Australian equities, Michelle Lopez, her deputy Natalie Tam has joined Perpetual, after both had worked at abrdn for a...

Funds management • 13 July 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

4 weeks 1 day ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 1 day ago