AUSTRALIAN EQUITIES
Funds management
New data has explored the most popular holdings of over 1,000 millionaire investors on the Selfwealth platform, with almost a third being held in self-managed superannuat...
Funds management
The Australian ETF industry saw trading values fall to their lowest values in over two years as April’s figure was almost half its March value....
People & Products
Research house SQM Research has launched Shares Professional to help advisers rank ASX 200 companies. ...
People & Products
Perpetual small-cap manager, Jack Collopy, is to depart the asset manager after more than 20 years and the firm has appointed two co-portfolio managers to take over....
Funds management
Despite dwindling investor confidence, the Australian ETF industry still reached a new all-time high of $142.6 billion in FUM....
Funds management
Equity funds saw outflows of more than $500 million in the first quarter of 2023, the highest proportion since the start of the pandemic. ...
People & Products
SG Hiscock has announced management changes to the abrdn Australian Equity funds following the announcement of a strategic partnership between the two firms....
Editorial
With market volatility and interest rates keeping investors on their toes, equity managers say they’re keeping a close eye on how the asset class performs over the next 1...
Funds management
Investment return expectations across asset classes are “far better” than they’ve been for years, according to the investment research and portfolio solutions provider. ...
People & Products
BetaShares has cut the management fee on its $2.6 billion Australia 200 ETF....
People & Products
Michelle Lopez, head of Australian equities at abrdn, has departed the firm after 18 years....
People & Products
The closure of BlackRock’s Australian ‘high conviction’ fund range is among a series of confirmed changes to the global investment manager’s Australian equities business....
Funds management
Global equities funds are among the most-popular funds searched for on the Money Management Investment Centre website this year....
Funds management
The global investment management firm has released its latest asset allocation report, remaining cautious on future earnings expectations in Australia ...
Funds management
With the Australian share market dominated by banking and resources heavyweights, Australian investors need to think beyond active and market-cap strategies in Australian...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...