QUARTERLY RESULTS

Financial planning

With the adviser education pathway deadline less than three months away, Padua Wealth Data is predicting a “very unstable last quarter” after three months of solid net gr...

Funds management

Janus Henderson has seen intermediary outflows in the second quarter of US$1.2 billion, although its deal with insurer Guardian means overall net flows are US$46.7 billio...

Funds management

Since closing the Pendal deal earlier this year, Perpetual AUM has grown by $1.7 billion while it saw $5.1 billion net outflows, mainly in global equities strategies and ...

Financial planning

Praemium has reported quarterly inflows to amount to $1.2 billion while total funds under administration achieved record $41.7 billion. ...

Funds management

Macquarie Group said its operating groups were performing in line with expectations in the first quarter of FY19, with Macquarie Asset Management lifting AUM by 8 per cen...

Funds management

Challenger’s first quarter 2018 update showed an increase in AUM, driven by its life and funds management businesses....

Funds management

Fund manager Legg Mason has reported its operating results for the fourth fiscal quarter ended 31 March 2017....

Financial planning

CBA has reported a slight uptick in AUM and FUA in its wealth management division in a period where the sector had not met expectations for other banks such as ANZ and We...

Financial planning

BTFG’s contributions to Westpac has declined by four per cent to $876 million in cash earnings thanks to weak results in wealth in a challenging environment. ...

Funds management

Netwealth, has exceeded $10 billion in funds under management following a strong quarterly result....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 weeks ago

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

2 months 2 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...

2 months 3 weeks ago

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

3 weeks 2 days ago

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

1 week 4 days ago

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

1 week 2 days ago
moneymanagement logo