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’...

2 months 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

3 days 19 hours ago

The Financial Advice Association Australia has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their complianc...

3 weeks 3 days ago
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