RETAIL INVESTORS
Funds management
A Melbourne-based fund manager has launched its first retail property, which includes government-leased properties as the assets....
Financial planning
Despite being a relatively new concept for Australian investors, structured products’ assets under management will increase threefold within the next three years, accordi...
Financial planning
Jana Investment Advisers has made its initial entry into the retail market with the launch of two multi-manager, long/short investment products....
Financial planning
US fund manager LSV has stated that it will not launch another Australian fund once its initial offering has been completed....
Financial planning
It seems the sky is the limit for Advance Asset Management, which has announced that it is managing more than $7 billion of funds for retail and Australian investors....
Funds management
Macquarie Portfolio Management has expanded its range of hedge fund investment options, giving retail investors access to a global group of absolute return hedge fund man...
Funds management
Despite a limited number of competitors, two Australian-based global private equity funds have emerged onto the market with impressive ratings....
Financial planning
The current turnaround in Japan’s economy heralds the beginning of further improvements, according to Japanese investment experts who are predicting trends of increased i...
Editorial
The two-year-old strategic alliance between Advance Asset Management and Mellon Global Investments has now passed the $1 billion mark in funds under management....
Funds management
Credit Suisse has launched a fund that will provide retail investors in Australia with the opportunity to directly invest in mid-sized unlisted companies in the United St...
Funds management
Capacity constraints are likely to emerge in the hedge funds sector with demand for Australian hedge funds from retail and institutional investors expected to continue th...
Financial planning
The outgoing chief operating officer of listed financial services education provider Tribeca, John Prowse, has set up his own fee-for-service wrap account business, and h...
Financial planning
Australian equities funds available through Colonial First State’s joint venture with US-based asset managers Acadian will be offered to Australian retail investors for t...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...