FUNDS MANAGEMENT

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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Funds management

VanEck’s MSCI World ex Australia Quality exchange traded fund has received a ‘highly recommended’ rating from Lonsec....

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Features

Laura Dew writes that the Australian Commodities and Energy sector has recovered well since the end of the mining boom, with demand for resources now extending beyond jus...

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Funds management

A Labor win could have posed a significant speed-bump for listed investment companies, according to Zenith Investment Partners....

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Financial planning

Uncertainty from trade wars between the US and China has had an impact on the Australian agricultural sector, undermining its exports....

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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 week 1 day 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 week 1 day 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...

1 week 2 days 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 2 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 ago

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

9 months 2 weeks ago