RETAIL INVESTORS

Funds management

Rivkin Financial Services’ newly appointed board has moved quickly to impose its plans for the group by allocating $6 million of the firm’s cash reserves to Sydney-based ...

Financial planning

Craig Phillips discovers that currency is a key consideration when it comes to investing in global equities....

Financial planning

Credit Suisse Asset Management has added several multi-manager options to its fledgling platform, MasterWrap, after striking a deal with Mercer Investment Consulting....

Financial planning

Aviva-owned platform provider Navigator has added direct shares to its investment platform in an attempt to tap into the increasing popularity of direct investing amongst...

Editorial

Retail investors are diving into option trading, writes Dominic McCormick. But will they be out of their depth when markets take a plunge?...

Funds management

Traditional Australian bond managers continue to add value as they race to compete with the rush of alternative fixed interest products coming onto the market, according ...

Financial planning

Pengana Capital will announce the launch of a new small companies division early next week as the boutique fund manager continues its strategy of adding specialist offeri...

Editorial

Does slow and steady win the race or is it all about a sprint to time the market? A new research report has the answer. Liam Egan reports....

Financial planning

MacarthurCook Funds Management and WH Souls Pattinson and Company will commence accepting offers from investors this week and next ahead of scheduled public listings of f...

Financial planning

Vanguard is to publish after-tax returns for all its products in what it claims will be a first within the Australian funds management industry....

Funds management

Retail investors have been promised both liquidity and access to a range of private equity schemes when ING Investment Management launches a new listed private equity fun...

Financial planning

ING re-opened its small companies fund to retail investors yesterday following a 20 per cent drop in funds under management since the fund closed to avoid potential capac...

Financial planning

Merrill Lynch Investment Managers has made a play for the platform and advisory market, pitching a new fund offering quantitative investment techniques to the retail mark...

Financial planning

Equity Trustees is to re-open its EQT Small Companies Fund to retail investors following an 18 per cent growth in the S&P/ASX Small Ordinaries Accumulation Index since th...

People & Products

Melbourne-based boutique property fund manager SG Hiscock has launched a domestic equities investment division and hired former HSBC Asset Management head of Australian e...

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’...

3 months ago

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

3 months 3 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...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 6 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

5 days 18 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 2 days ago
moneymanagement logo