PORTFOLIO

Funds management

A Natixis IM survey has found almost three-quarters of fund selectors are looking to active investments as a crucial tool to find alpha and generate income in an environm...

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People & Products

IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...

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Funds management

BT Panorama has added the ARCO Absolute Return Fund to the platform, providing more advisers and clients with access to the manager’s 10-year track record....

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Funds management

Data from FE Analytics showed some big global names have upped their allocations to cash, which could be a signal that managers are nervous about a possible market crash....

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People & Products

HUB24 has launched a new portfolio management tool that allows users of the platform to adjust their managed portfolios online. ...

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Funds management

The XTB Emerald Fixed Income Managed portfolio will be available on HUB24 from next week....

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Funds management

The Alleron Long Short Fund has reported a positive return for the March quarter and announced portfolio changes....

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People & Products

MFS Investment Management has announced the appointment of Owen Murfin as institutional portfolio manager within the London-based fixed income team. ...

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Funds management

Alpha Fund Managers has included boutique SG Hiscock & Company in their model portfolios....

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Funds management

XTB has expanded its range of XTBs and announced plans to start a responsible investing separately managed account....

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People & Products

Australian fintech, CXi Software, has announced Linchpin Capital Group Limited-owned Endeavour Securities (Australia) Limited has gone live on its unit registry platform....

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People & Products

Former Towers Watson staffer, Craig Mercer and co-founder, Warwick Johnson have kicked off a new emerging markets fund from Remerga....

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Policy & Regulation

A new range of managed portfolios for Australian Unity Personal Financial Services Clients have been released on the Federation Alliance platform....

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Funds management

Exchange-traded product portfolio turnover was an important issue for investors to consider, according to Morningstar....

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Funds management

Advisers will be able to access the Nikko AM-Tyndall Australian Share Concentrated Portfolio through HUB24’s Invest and Super solutions....

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

1 day 7 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

1 day 8 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 day 8 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago