Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FUND MANAGER
Financial planning
Westpac-owned boutique funds management incubator Ascalon Capital Managers has acquired another 15 per cent stake in absolute return fund manager H3 Global Advisors, incr...
Financial planning
More financial advisers are looking to add value to their clients through bespoke services and products, as well as access to direct equities....
Editorial
Tom Collins argues the introduction of a fiduciary duty for financial advisers is overdue. ...
Financial planning
Robert Harrison, chief executive of BNP Paribas Investment Partners Australia, has been selected to head the combined entity for Australia and New Zealand....
Financial planning
The administrators of Trio Capital, also known as Astarra Capital, have indicated all investments registered through National Australia Trustees are accounted for....
Financial planning
Performance fees being charged by some fund managers in the Australian equities extension sector are excessive, and are being applied without appropriate benchmarks....
Financial planning
Aberdeen kicks off the year with two key institutional mandates....
Financial planning
Standard & Poor’s has released the ratings of funds in its multi-sector review, including 77 capabilities from 15 different fund managers across the wholesale and retail ...
Financial planning
The Commonwealth Bank has called for the retention of dealer group rebates and a self-regulatory approach to the removal of commissions from the financial planning indust...
Funds management
Light of Day, an association for investors in the unlisted property sector, has been formed for those dissatisfied with bank lending practices....
Financial planning
Well-known former ANZ Bank chief economist Saul Eslake has taken up a role on the investment advisory committee of Wingate Asset Management....
Financial planning
Peer pressure and the fear of risking their careers is pushing many fund managers to maintain low tracking error against the index, leading to little difference between t...
Funds management
Listed financial services company Snowball will acquire Officium Capital - a responsible entity of 14 funds - in a bid to take more control of the price charged by underl...
Financial planning
A weaker global banking system is forcing businesses to seek credit elsewhere, which is creating opportunities for private credit internationally and in Australia, accord...
Editorial
Investors with ethical sensitivities may prefer certified responsible investment funds, but do they really understand where their money is going and to what extent do the...
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...