FUNDS MANAGEMENT

Funds management

Magellan Asset Management will undertake an IPO in a new ASX-listed investment trust, the Magellan High Conviction Trust....

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Funds management

Lonsec has granted the highest possible ‘highly recommended’ rating to the Charter Hall Direct Industrial Fund....

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Financial planning

Australian Ethical has posted that its underlying profit after tax for the 12 months ending June 30, will be represent a 30 per cent increase year-on-year....

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Funds management

The funds that have incorporated responsible investing principles outperformed most mainstream Australian and international peers, according to a report by the Responsibl...

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Funds management

Victoria’s new stamp duty laws will drive up costs for unlisted wholesale and retail property funds sector, according to the Property Funds Association....

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Funds management

Companies with the highest dividend yield can offer poor value for risk taken when compared to the market, according to Ausbil....

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Funds management

Asia was the one bright spot in terms of wealth manager assets under management last year, being the only region where assets increased rather than declined....

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Funds management

Clime Asset Management’s three funds have turned in stellar performances for 12 months to May, 2019, the firm said....

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Funds management

Advisers shouldn’t be asking if clients should be investing in fixed income but rather where they find those opportunities, as the market shifts to offering support to th...

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Funds management

Fund managers have recognised the growing presence of SQM Research in the first part of Money Management’s “Rate the Raters” survey....

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People & Products

Ausbil chief executive Ross Youngman has indicated the firm could target the UK market as it considers expanding its global footprint and launching funds offshore. ...

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Funds management

Adoption of smart-beta strategies has reached a record high with 58 per cent of institutional investors using this type of strategy, as concerns about the long-term track...

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Financial planning

Challenger Funds Management chief executive, Ian Saines is to retire from the business, prompting the search for a successor....

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Funds management

K2 Asset Management saw outflows of $41.2m from a single investor during June in its underperforming K2 Australian Absolute Return Fund, as a result of the fund holding 7...

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Funds management

George Latham, managing director at WHEB Asset Management, believes the sustainable investment industry is at risk from firm misleading investors with ‘impact washing’ pr...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 weeks 1 day ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 6 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 5 days ago