MANAGED INVESTMENTS

Funds management

Managed investment platform DomaCom has strengthened its leadership capability with a flurry of executive hires and internal promotions, including a new CFO....

Financial planning

Over half of advisers are now using managed accounts with their clients, according to Adviser Ratings, a rise of 50 per cent since 2019....

Financial planning

The FSC and SIAA have recommended against major changes to the income or product values for the sophisticated investor test, despite a spike in eligible investors, as the...

Funds management

WTW has expanded its Australian investments business with the acquisition of the management rights to two funds from NSW-based advice business, Profile Financial Services...

Funds management

Morgan Stanley has joined Jefferies in being named as one of the banks that advised investors who have lost up to 40 per cent of their money in Carl Icahn’s NASDAQ-listed...

Funds management

Less than three years since it was launched, MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management. ...

People & Products

Crestone Wealth Management has appointed two new hires to its investment products and services team. ...

Funds management

Institutional investors who wish to maximise the benefits of factor investing should make their allocation decisions in terms of risk factors, according to EDHEC-Risk Ins...

Funds management

The Perennial Microcap Opportunities Trust was added to the Macquarie Wrap platform, as well as to BT platforms, BT Panorama, BT Wrap and Asgard....

Funds management

Top European performing funds with UK exposure have produced better returns than 94 per cent of Australia’s managed funds over five years. ...

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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 month 1 week ago

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

2 months ago

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

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 2 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 4 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 1 day ago
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