FUND MANAGER

Financial planning

BTFG’s Ascalon takes strategic stake in Morphic....

Financial planning

Clients of financial planners are not interested in volatility or risk but the level of loss they may face from the advice they receive....

Financial planning

AFM launches online tool intended simplify managed fund application processes. ...

Policy & Regulation

New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....

Financial planning

Insync announces its Global Titan Fund has been listed on CFS FirstWrap platform. ...

Rate the raters

While nobody’s perfect, Nicholas O’Donoghue asks fund managers what their perfect ratings house would look like, and finds out the flaws in the current crop. ...

Rate the raters

While research houses view their pay model as the centrepiece of their offering, fund managers are more concerned about timely and digestable results, writes Jason Spits...

Financial planning

BLue Sky launches VC capital raising in sluggish Australian VC market....

Financial planning

Perennial leverages derivative and risk expertise to deliver Australian shares product aimed at cushioning investors through downturns. ...

Financial planning

Median managers across all major investment classes posted above index performance for the past financial year according to statistics released by Morningstar as part of ...

Financial planning

Neuberger Berman expands Asia/Pacific team with hire for former Perennial staffer, Anton Kwang....

Financial planning

AllianceBernstein Global High Income Fund listed on net wealth wrap and super menus....

Financial planning

K2 cuts it with Asia-based competitors to win key award....

Financial planning

Legg Mason welcomes upgrade for its Australian Bond Trust. ...

Financial planning

Colonial First State has consolidated its position at the top of the Wealth Insights platform rankings....

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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 ago

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

3 months 3 weeks 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 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 ...

2 weeks 6 days ago

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

5 days 12 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 2 days ago
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