FUND MANAGER

Funds management

Investors will gain access to two unlisted Allan Gray unlisted managed funds through OneVue’s mFund Settlement Service capabilities....

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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....

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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....

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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. ...

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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...

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Financial planning

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

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Financial planning

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

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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 ...

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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. ...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

3 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

4 hours 44 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 4 hours 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 3 weeks 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 1 week ago

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

9 months 3 weeks ago