FIDANTE

Funds management

Markets have seen companies operating in the same sector produce very different results this past financial year, proving it’s time for active managers to shine in bottom...

Funds management

A fixed income manager has welcomed the launch of Australia’s green bond program but warns it will need to meet high standards given its lateness to join the race. ...

Funds management

Challenger has completed the sale of its Australian real estate business to Elanor Investors Group for $38 million, a reduction of $4 million, as the two firms form a str...

People & Products

Bennelong Funds Management has appointed a new global CEO to succeed Craig Bingham, following an extensive search. ...

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People & Products

Challenger has appointed Victor Rodriguez as chief executive for funds management, encompassing Fidante and Challenger Investment Management....

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Features

When investing in global equities to achieve portfolio diversification, investors should opt for those exposures which have the lowest correlation with their domestic sha...

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Funds management

Following a review by Alphinity and Fidante Partners, Alphinity Investment Management has lowered the management fees of its two global equity funds....

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People & Products

The firm will sell its 30% stake in the infrastructure boutique to European real estate asset manager Patrizia....

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Funds management

Former Platinum Asia portfolio manager Dr Joseph Lai will lead Ox Capital Management, which aims to launch a long-only and a long-short EM equity fund later this year....

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Funds management

Investors in the ActiveX Ardea Real Outcome Bond fund will have more global exposure going forward after the removal of the 25% global bond limit. ...

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Funds management

Buy now, pay later stocks like Afterpay, Sezzle and Zip may have hit their ceiling as increased competition from established financial firms enter the market....

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Funds management

Investors can look to capture price movements, high yield markets, or extend duration if they want to maintain income levels to what they have been used to in the past, a...

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Features

The ETF market in Australia is unlikely to reach the heights or complexity of the US, writes Laura Dew, but industry experts believe the space is still a fast-growing and...

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People & Products

Rommel Hacopian has been appointed distribution manager by Yarra Capital Management....

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Features

Emerging markets are growing in popularity and those in the Asia Pacific ex Japan sector, and in India in particular, have a lot to offer investors, Laura Dew writes. ...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago