A “large dependency” on research houses, poor performance indicators, and a failure to close underperforming options are among platform trustee ...
Retail investment into private credit funds could surpass that of sophisticated investors, according to ASIC, but the regulator admits it ...
Half a year after Count Financial told its advisers to exit several Metrics Credit Partners funds, research house Lonsec has ...
Investment consultancy Ascalon Capital has looked to research houses for hires, appointing one each from Zenith and Lonsec while Zenith ...
Reacting to ASIC’s public and private markets discussion paper, research houses BondAdviser and SQM Research have detailed how they believe ...
Bennelong Funds Management has shared seven questions for financial advisers when they are selecting a research house for them, with ...
The acquisition of Evidentia Group by GDG shows how valuable the role and personal relationship with a managed account consultant ...
Global investment consultancy bfinance is expanding into offering services for wealth managers as they seek advanced investment strategies for their ...
Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers.
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
