RETAIL INVESTORS

Editorial

Hedge funds promised investors they would be the panacea for poor returns, but have they measured up to their promise? Charles Beelaerts reports....

Editorial

Despite a growing appreciation for the role of hedge funds in the industry, confusion and misconceptions are still rife. Lucie Beaman reports....

Financial planning

Macquarie Equities has rolled out a capital protected international investment fund offering access to investment strategies designed for wholesale investors but with a m...

Financial planning

Macquarie’s private equity arm is to raise its compliance standards after giving an enforceable undertaking to the Australian Securities and Investments Commission (ASIC)...

Financial planning

Credit Suisse Asset Management (CSAM) has launched a first in the Australian investment market place - an international shares fund allowing investors to choose a preferr...

Financial planning

China’s fledgling asset management marketplace will eclipse the more established Hong Kong market in size by the end of the year when it will boast US$26.7 billion in ret...

Financial planning

Bonds have traditionally been seen as the safe alternative and have performed particularly well in recent times. But how long will it last? Ben Abbott reports....

Editorial

The Commonwealth Bank has posted a net profit after tax of $2.012 billion, a drop of 24 per cent from last year, with funds management doing little to boost the bank’s re...

Editorial

The poor performance of many developed international share markets over the past few years has strengthened the case for investors to allocate a greater proportion of the...

Financial planning

Absolute return fund manager Basis Capital Management has had its successful flagship fund made available to the retail market, with both BT and Macquarie now offering th...

Financial planning

Perpetual Investments has flagged the launch of a new multi-manager retail platform, to compete with the likes of Colonial First State’s FirstChoice product, for the last...

Financial planning

Credit Suisse Asset Management (CSAM) has made a move into the depressed Asian equities market, launching an Asia ex Japan fund for Australian investors at what it claims...

Financial planning

Morningstar and actuarial and research firm, Plan For Life, have combined to generate what they are claiming to be a more complete picture of the retail funds sector....

Financial planning

BT Portfolio Services has rolled out a low cost wrap vehicle aimed at lower net worth retail investors with a limted range of investments and reduced fees increasing the ...

Financial planning

The Australian Securities and Investments Commission (ASIC) has lifted the interim stop order placed on Absolute Capital’s Yield Strategies Fund on Tuesday....

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 4 days ago

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

4 days 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 ago
moneymanagement logo