POWERED BY MOMENTUM MEDIA
MANAGED FUNDS
Financial planning
The firm has entered an agreement with SS&C to divest its managed funds administration business for $52 million with the deal expected to close in Q3 FY23 as it details i...
Funds management
Although emerging markets managed to buck the trend, riskier assets such as equities, property, and mixed asset funds have seen record outflows in the second quarter of 2...
Funds management
Research from Rainmaker Information has found investors could potentially make more money by investing in managed investment products experiencing net outflows over chasi...
Policy & Regulation
The corporate watchdog has commenced consultation on proposals to revise ‘sunsetting’ class orders relating to the managed funds industry....
Funds management
The fixed income asset class suffered the sharpest decline in fund flows over the course of a turbulent 2022 for investors in Australia, according to the latest Calastone...
Funds management
Iress will provide its range of managed funds administration along with fully integrated digital tools and trading interfaces for the asset manager’s investors....
Funds management
Following Iress’ acquisition of OneVue, advisers and fund managers will be able to have direct access to buy, sell, and report all managed funds on OneVue’s registry via ...
Funds management
Thirteen responsible entities have moved to change or adjust the labelling of their funds following a review by the Australian Securities and Investments Commission....
Financial planning
The Australian government needs to remove excessive taxes that penalise investors in financial services, according to the Financial Services Council. ...
Funds management
Industry funds-owned IFM Investors has maintained its relative silence on how it remunerates its executives, arguing that a key parliamentary committee is seeking more in...
Financial planning
The Listed Investment Companies and Trusts Association has called for Treasury to recognise the importance of listed investment trusts and companies to the Australian eco...
Financial planning
More investors are looking to protect their assets and income from market falls and environmental, social, and governance factors are becoming a priority when selecting i...
Funds management
Six of the top 10 performing global equity environmental, social, and governance focused funds had fees below 0.9%, according to FE Analytics....
Financial planning
The Financial Services Council has released its 2019 State of the Industry Report detailing the overall picture of the industry....
Policy & Regulation
The financial services industry has delivered the Budget a muted response in circumstances where the Treasurer, Josh Frydenberg, had announced most of the Government’s fi...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...