Insignia chief executive Scott Hartley has responded to questions that, given its strong half-year performance, the price paid by acquirer CC Capital may too be low. US private investment firm CC ...

Fidelity International has appointed two sales managers to deliver tailored support to Australian advisers and key strategic clients, reaffirming its commitment to the region. In its Sydney office, ...

Future developments are planned to include functionality such as automatic task creation, data summarisation across workflow, audio inputs, integrated reporting across business dashboards, and ...

As more thematic ETFs hit the market, a Dimensional director has argued that adviser now need to allocate more time to their due diligence processes, time most don’t have to spare. ETFs themselves ...

Generation Development Group (GDG) has denied speculation that it is considering an acquisition of Ironbark Asset Management. It was reported in the Australian Financial Review (AFR) on 16 February ...

Two advice licensees – WT Financial and Fiducian – have reported their first-half results for the six months to 31 December. For Fiducian, the firm reported a 9 per cent rise in funds under management ...

DWS said Taylor has “deep expertise” across multiple sectors, including residential, and the firm intends to help with DWS’ implementation of ‘Essential Living’, its residential investment strategy.

GQG Partners is doubling down on its dislike of artificial intelligence despite criticism of the face of heavy outflows which it expects will continue through Q1. The firm has taken an aggressive ...

During the 12 months to 31 December, the firm reported US$3.9 billion ($5.4 billion) in net outflows compared to US$20.2 billion in inflows in the previous year. These were almost exclusively ...

Australia’s two major ETF providers, Vanguard and Betashares, were neck and neck for January flows, capturing nearly 60 per cent of the market share for the month. According to Betashares January ETF ...

Total assets under management (AUM) were up 9 per cent during the 12-month period to 31 December from $148.4 billion to $161.7 billion thanks to positive market movements and cashflow but statutory ...

With the traditional adviser training grounds gone, Morgans Financial is ramping up its efforts to support the next generation through its tiered training program and raising the profile of advice at ...