AUSTRALIAN SMALL CAPS

Funds management

Australian equities manager Datt Capital has built a retail-friendly version of its small-cap strategy for advisers, previously only available for wholesale investors....

Funds management

Perennial Partners has entered into a binding agreement to take a 50 per cent stake in Balmoral Investors and appoint it as the manager of Perennial's microcap strategy....

Financial planning

As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio r...

Funds management

Prime Value Asset Management has launched a retail fund investing in microcap companies, a new version of its existing wholesale offering....

Funds management

A new survey has found advisers are planning to increase allocations to global equities as well as Australian small caps in the next six months, however they believe high...

Funds management

As Hyperion Asset Management takes this year’s Money Management Fund Manager of the Year award, how have their funds performed in their victorious year?...

Funds management

Flinders Investment Partners has exited a position in online retailer Redbubble after it saw returns of 388% in 2020....

Funds management

Forager Funds Management is learning from earlier underperformance by taking a disciplined approach to its stock picks as fund assets increase....

Funds management

The Australian small and mid-cap sector outperformed the broader Australian equity sector as smaller growth stocks benefitted from the market recovery....

Funds management

Regis Healthcare’s share price has fallen 50% since the start of the year but Investors Mutual is retaining its exposure....

Funds management

Perennial founders have partnered with Fairlight Asset Management to bolster its global and mid-cap investment offer....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 1 week ago

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

4 months 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 1 week ago

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

5 days 14 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 5 days ago

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

1 week 4 days ago
moneymanagement logo