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ACTIVELY MANAGED FUNDS

Funds management

Six of the top 10 performing global equity environmental, social, and governance focused funds had fees below 0.9%, according to FE Analytics....

Funds management

Investors of the Australian long/short sector will be disappointed with the underperformance of the Australian shares long/short sector if they remain focused on short-te...

Funds management

Institutional investors have been urged to opt for actively managed funds this year as the end of the bull market will see market risks increase. ...

Funds management

SQM Research has upgraded the Katana Australian Equity Fund to 4 stars....

Superannuation

Asset allocation by SMSFs across fiscal 2018 has revealed the impact of new laws and market conditions on fund trustees’ strategies, a survey by SuperConcepts has shown....

Funds management

The former BT Investment Management has booked a 30 per cent rise in cash net profit to $114.5 million, helped by solid growth in base management fee revenue....

Funds management

The sharp rotation in market leadership over the past 12 months has highlighted that the Australian equity market was very cyclical in nature, according to Zenith....

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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 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 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. ...

2 weeks 3 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 4 days ago