ADVANCE ASSET MANAGEMENT

Funds management

Since closing the Pendal deal earlier this year, Perpetual AUM has grown by $1.7 billion while it saw $5.1 billion net outflows, mainly in global equities strategies and ...

Funds management

The firm has announced new non-executive director appointments to the boards of Mercer Investments, Advance Asset Management, and Mercer Superannuation, effective 1 July ...

Funds management

Advance Asset Management has announced changes to the eligibility criteria for investment in its wholesale unit funds, months after it transitioned to Mercer Australia. ...

Funds management

Westpac’s first-half results announcement has confirmed the brands still under consideration for sale as part of the big banking group’s Portfolio Simplification strategy...

Features

Resources put into intensive research has boosted fees for Australian equity funds focused on microcaps, Jassmyn Goh finds. This is part two of the fee comparator feature...

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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’...

3 months ago

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

3 months 4 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...

4 months ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

2 days 21 hours 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 ...

3 weeks 2 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

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