INVESTMENT MANAGEMENT

Funds management

JP Morgan Asset Management has announced a strategic partnership with wealth investment firm Craigs Investment Partners....

People & Products

Harvey Kalman, who spent over 20 years at Equity Trustees, has joined the board of PAC Capital....

Financial planning

Blurred work/home lives have led to greater overtime and more burnout, but the industry still favours the benefits of a hybrid workplace for the future. ...

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Funds management

IOOF's funds under management, advice and administration increased by $4.2 billion in the third quarter of 2019 despite industry-wide impacts....

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Superannuation

There’s a new kid on the superannuation block with Mercer and Kogan.com announcing this morning that they will together launch a new “no frills, ultra-low fee” super fund...

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Funds management

IOOF Holdings said net inflows in funds under management, administration and advice (FUMA) reached $270 million for the first quarter of 2019....

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Funds management

Women in investment management are “seriously concerned” about the lack of equal treatment and opportunities they face based on their gender, according to the University ...

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People & Products

Investment group Austock has announced key board and management changes ahead of its annual general meeting....

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People & Products

Vanguard has launched a suite of four exchange traded funds that provide access to its diversified portfolio strategies....

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Funds management

Fidelity International has announced plans to introduce a variable management fee model in its active equity capabilities....

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Features

Strong principles and values define the not-for-profit sector, which can sometimes be at odds with the desire to maximise returns. Jeff Sitters discusses bringing togethe...

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Features

Lawrence Lam looks at why compounding should not be overlooked for investors with a long investment horizon during a low growth environment....

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Funds management

Plato Income Maximiser has delivered its maiden results with an accrued income of 1.7 per cent exceeding the benchmark....

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Financial planning

Centerpoint has posted a 51 per cent growth in NPAT thanks to a strong growth of its wealth business....

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Funds management

Australian Ethical has reported a record quarter of net flows and a surge in membership numbers....

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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