POWERED BY MOMENTUM MEDIA
FUND MANAGERS
Funds management
GQG Partners has lost over US$1 billion from an institutional client, contributing to FUM falling by US$6 billion in July, as it flags fund underperformance could lead to...
Funds management
Australian Ethical Investment has announced the resignation of Andy Gracey, a portfolio manager and 20-year veteran of the firm....
Funds management
Two active fund managers have outshone rivals to report double-digit share price growth of more than 40 per cent for FY25, but another has lost more than 50 per cent. ...
Funds management
Having seen inflows of US$5.6 billion to its fixed income funds in the last quarter, Janus Henderson has closed on a deal with life insurer Guardian to secure funds to bo...
Funds management
Pinnacle’s managing director Ian Macoun has offloaded a 1.73 per cent stake in the company, with plans to reinvest the proceeds into funds managed by Metrics Credit Partn...
Funds management
Only three active asset managers are forecast to see positive flows through to FY29, according to Morningstar, with those focused on specialist fixed income in the best p...
Features
Commentators may be forecasting consolidation in private market firms but a survey of the industry itself expects new manager formation will still outpace this, especiall...
Funds management
With an explosion of private credit managers appearing in the market, two alternatives experts believe a consolidation is needed to maintain the quality of the sector....
Funds management
AUM in alternative ETFs have reached US$0.28 trillion, according to State Street, with three-quarters of advisers planning to increase their allocations to the vehicles....
Funds management
The first quarter of the calendar year was a busy period for fund managers launching new ETFs, ranging from cryptocurrency funds to fixed income products....
Funds management
GQG Partners has announced its funds under management for February, but reported lower net flows during the month....
Funds management
Milford is to launch three funds following consultation with financial advisers while closing two other strategies which hold a small volume of assets....
Financial planning
Three commentators unpack how firms are increasingly hiring client-facing investment specialists to support financial advisers in understanding the complexities of altern...
Funds management
There has been a “noticeable uptick” in the use of smart beta ETFs by advisers and sophisticated investors, according to Betashares, who are using the vehicles to take co...
Funds management
New research has revealed which fund manager is the most recommended by financial advisers to their clients, as well as the most preferred research houses....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...