LAKEHOUSE

Funds management

The Sydney-based boutique fund manager has listed its inaugural ETF on the ASX, based on an existing fund that provides exposure to mid-to-large growth companies....

People & Products

Rob Prugue, former chief executive of Lazard- Asia Pacific, has joined Lakehouse Capital as a non-executive director....

Features

There were five funds in this FE fundinfo Crown Fund Rating rebalance which received the highest ranking in their first-ever rating. ...

Funds management

Knowing when to soft close a fund can be a difficult but necessary decision for a firm as it navigates the balance between gaining more assets and achieving fund outperfo...

Funds management

‘Aggressive buying’ of stocks that would benefit from social distancing during the market downturn and expecting the COVID-19 pandemic would be worse than anticipated has...

Funds management

The latest FE fundinfo Crown Ratings rebalance has revealed the degree to which the times have not suited many value funds but have nonetheless seen 50 upgrades to the to...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

6 days 2 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 4 days ago
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