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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’...

1 week 2 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 3 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago