CFM unveils long-term trend-following trust


Capital Fund Management (CFM) has launched a diversified and long-term trend-following trust, the CFM IS Trends Trust, with the alternative investment strategies firm saying demand was soaring for that type of produc.. Read More

Multiple synergies drive Infocus acquisition


Synergies in strategy, culture and financials were the three key drivers for independent wealth management group Infocus’s acquisition of AMP-aligned advice group Announcer. Speaking to financialobserver,.. Read More

ETF success reveals passive potential


The growing success of passive instruments such as exchange-traded funds (ETF) belied the fact the passive investment trend had not yet realised its full potential in Australia, according to MSCI Australia. Spea.. Read More

Millennial investor apathy a myth


The myth of millennials being disengaged from their finances has been disproved as more generation Y and Z investors than ever before turn to the share market for personal investments, according to the latest figures.. Read More

Opinion - Good design can make SMAs a winner


There is no question financial advisers are increasingly turning to separately managed accounts (SMAs) as an investment vehicle of choice. As a specialist SMA provider, Ralton has been in the game for nearly a decade.. Read More

Simplify IPO prospectus for retail investors


Retail investors need further guidance when it comes to initial public offerings (IPO) and current prospectuses should be amended to provide more effective disclosure, according to ASIC. ASIC’s report 540 .. Read More

Fitzpatricks secures private equity funding


Fitzpatricks Group has joined forces with Quadrant Private Equity and Yorkway Capital Partners in a capital funding partnership to support the growth of Fitzpatricks as the privately-held advice group continues to ex.. Read More

Investors urged to address diversity issues


Workplace gender equality group 30% Club Australia is urging the investment community to engage on the issue of board diversity when appointing and re-electing board members. The chair of the 30% Club Investors .. Read More

Managed accounts surge by $9 billion


The managed accounts market in Australia surged by almost $9 billion in the first seven months of 2017, according to new data from the Institute of Managed Account Professionals (IMAP). The group’s latest .. Read More

Practifi update focuses on efficiency


Wealth management platform provider Practifi has refreshed its platform, targeting both advice practices and superannuation funds in the revamp. Known as Barbera, the new platform release includes a spate of im.. Read More

Brand recognition boosts Hub24 results


Growing market presence and brand recognition has helped investment platform provider Hub24 deliver its first full-year profit for the year ended 30 June 2017, with total funds under administration (FUA) increasing b.. Read More

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