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Showing 371 - 380 of 7371 results for "Marc"

Nearly $9bn leaves Perpetual

KARREN VERGARA | WEDNESDAY, 16 APR 2025

Nearly $9 billion of investor money exited Perpetual in the March quarter, leaving its total assets under management (AUM) at $221.2 billion. The fund manager was hit hard by net outflows of $8.9 billion and negative currency movements of $0.9 billion ...

Falcon Capital, First Guardian fund to be wound up

MATTHEW WAI | FRIDAY, 11 APR 2025

Following the order to freeze the assets of the First Guardian Master Fund and its responsible entity Falcon Capital last month, the Federal Court has ordered both the fund and the entity to be wound up. In response to a petition by ASIC, the court ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI | THURSDAY, 10 APR 2025

Financial advisers can provide greater value over time, but it does not guarantee retention of their client base, Netwealth found through new research. According to the latest Netwealth IQ report, clients find more value in an adviser over longer periods. ...

Regal writes off Opthea, FUM takes 8% hit

KARREN VERGARA | THURSDAY, 10 APR 2025

Regal Partners has written off its entire investment in Opthea, which contributed to funds under management (FUM) taking an 8.3% hit in the March 2025 quarter. Regal ended up with $16.5 billion as total FUM suffered a $540 million loss stemming from ...

Three AFS licensees pinged over compliance breaches

ANDREW MCKEAN | WEDNESDAY, 9 APR 2025

Three AFS licensees - Australian Advice Network, IA Advice, and Sherrin Partners Services - have copped infringement notices from ASIC after their financial advisers provided personal advice while unregistered. Each licensee paid a $31,300 penalty in ...

GQG rejigs allocations amid tariff pain

KARREN VERGARA | WEDNESDAY, 9 APR 2025

GQG has slashed its consumer discretionary and information technology holdings as it repositions for the "extraordinary market volatility" after US tariffs were rolled out last week. GQG said it continues to reposition portfolios with "the aim of achieving ...

Trade war rattles pre-election economic outlook

KARREN VERGARA | TUESDAY, 8 APR 2025

Treasury admits that escalating trade hostilities and risks to the economy are "more significant than expected" as it releases its Pre-election Economic and Fiscal Outlook (PEFO). While the government's Budget figures have not changed since they were ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN | TUESDAY, 8 APR 2025

... issuers generate far less from fees, potentially altering their ranking. Global X senior product and investment strategist Marc Jocum told Financial Standard that with so much money still sloshing around in managed funds, Australians may be paying more ...

Adviser exam pass rate declines

MATTHEW WAI | MONDAY, 7 APR 2025

ASIC has released the results of the 28 th Financial Adviser Exam, held on March 6. Of the 241 candidates to sit the exam, 177 passed, representing 73.4% of the cohort. Of those 241 candidates, 175 (72.6%) sat the exam for the first time. The pass rate ...

Market turmoil hits portfolios

ELIZA BAVIN | FRIDAY, 4 APR 2025

Following US President Donald Trump's "Liberation Day" tariffs, major stock indexes on Wall Street dropped as much as 6%, losing $4.9 trillion (US$3.1 trillion) in market value, marking the largest decline since March 2020. VanEck Asia Pacific chief ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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