FUNDS MANAGEMENT

Funds management

Following its 1H24 results, Prime Financial CEO Simon Madder speaks with Money Management on the firm’s growth vision and how it hopes to complete more acquisitions in th...

People & Products

As the year comes to a close, Money Management has collated the top 10 most read stories of 2023 – from super fund performance to financial advice reforms....

Funds management

In the first full month since the exit of chief executive, David George, Magellan has reported a rise in funds under management for the first time since January 2023. ...

Funds management

PM Capital has agreed to an acquisition by Regal Partners for an upfront consideration of $20 million as founder and chief investment officer, Paul Moore, seeks to focus ...

Funds management

Portfolio manager Jun Bei Liu has offered an optimistic outlook of market conditions, observing how numerous opportunities exist to build a diversified, long-term portfol...

Funds management

Spire Capital and Oaktree Capital Management have developed a fund for wholesale investors to access credit and special situation investments....

Funds management

Platinum Asset Management has reported net outflows for 11 out of the last 12 months, as it releases its profit forecast for FY22-23....

Funds management

Outlining the three sectors likely to do well in current market conditions, this portfolio manager explains why it is too simplistic to lean on large caps and blue-chip c...

People & Products

Parameters underpinning a high conviction Australian equity fund, formerly advised by BlackRock, have been revised by newly appointed manager Pendal Group. ...

People & Products

Vanguard Australia MD, John James has been promoted to head the company’s European business....

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Funds management

ASIC has been warned that cobbling together guidance on PDS fee disclosure is not enough and that the underlying legislation needs to be fixed....

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Financial planning

Many non-aligned advisers are struggling to justify the cost of investing in platforms, highlighting the need for tailored solutions, according to the managing director o...

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Funds management

Ratings house Zenith said its research points to the importance of active management for small cap investing....

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Superannuation

Sunsuper enters investment alliance with Vangaurd Group....

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Financial planning

A new survey reveals that most SMSF advisers see property (both commercial and residential) as the best destination for LRBAs....

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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 day 17 hours 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 day 18 hours 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...

2 days 17 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 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. ...

8 months 3 weeks ago

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

9 months 1 week ago