AUSTRALIAN EQUITIES

Financial planning

Sequoia has gained a new shareholder after the Australian Wealth Advisers Group took a substantial stake, stating it sees the advice licensee’s shares trading at a deep d...

Financial planning

Wealth management technology provider Bravura could be the next potential target for private equity firms, with commentators identifying how CEO Andrew Russell has enacte...

Funds management

A new co-portfolio manager has joined Tyndall Asset Management to help strengthen the performance of its small companies portfolio. ...

Funds management

KPMG’s analysis has revealed which generation has the highest ownership of shares, with younger generations demonstrating a more cautious approach due to financial stress...

Financial planning

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

Funds management

An independent expert has ruled the Perpetual deal with KKR is no longer in the best interest of shareholders in light of the increased tax liabilities. ...

Funds management

November proved to be a standout month for international equities, with these ETFs witnessing nearly double the flows of the next closest category....

Funds management

A dozen high-profile female portfolio managers have joined forces on a new equities fund which will invest in companies that deliver solid financial returns and progress ...

Funds management

OC Funds Management and PAN-Tribal Asset Management have both launched equity funds, investing in Australian mid-caps and global equities, respectively....

Funds management

Funds under management at Magellan Financial Group were unchanged in October as the firm launched its first two funds with Vinva Investment Management....

Funds management

Magellan has appointed a deputy portfolio manager to work on its $705 million Airlie Australian Share Fund. ...

Funds management

Equity funds saw $2.2 billion in outflows during the first half of 2024, according to Calastone, despite reporting modest gains in the second quarter. ...

Funds management

Perpetual has appointed a new chief executive to replace Rob Adams, with the new appointment holding a background in leading change programs as the firm moves to complete...

Funds management

Lonsec chief investment officer, Nathan Lim, has reminded advisers and clients that attempting to time the market to combat volatility this week could be costly to portfo...

Funds management

ETF provider Betashares has announced a new addition to its product suite with a new systematic ETF....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 week 2 days ago

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

1 week 6 days ago

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

2 months 2 weeks ago

The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March....

3 weeks 5 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

3 weeks 6 days ago

New York-based firm CC Capital has bumped up its offer to stay ahead of rival bidder Bain Capital....

3 weeks 5 days ago