SQM launches ASX 200 ratings service

sqm-research/australian-equities/ratings/ASX-200/

Research house SQM Research has launched Shares Professional to help advisers rank ASX 200 companies.

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Mason Stevens taps Citi for custody services

Citi-Australia/Mason-Stevens/

The wealth platform has announced it is partnering with Citi Securities Services for custody and funds administration services as it looks to expand its offerings.

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Small-cap manager departs Perpetual after 20 years

Perpetual/Pendal-Group/small-cap/australian-equities/

Perpetual small-cap manager, Jack Collopy, is to depart the asset manager after more than 20 years and the firm has appointed two co-portfolio managers to take over.

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Why successful EM investors need 'emotional grit'

fidelity/emerging-markets/China/

Despite its history of volatility, emerging markets offer rewarding returns for investors with long-term “emotional grit”, says this Fidelity investment director.

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Industry veteran to depart Janus Henderson

Janus-Henderson/investment-strategy/NAB/

Investment strategist Frank Uhlenbruch is to leave Janus Henderson after almost 30 years.

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Addressing ESG concerns on the ASX 200

ESG/ASX200/WaveStone-Capital/

With sustainable investing becoming increasingly popular, 80 per cent of ASX 200 companies now link remuneration to ESG outcomes.

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Are younger fund managers in over their heads?

interest-rates/RBA/inflation/viridian/

A whole generation of investment managers – and some central bankers – are navigating an economic landscape they have never experienced.

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New CEO appointed at ClearView Wealth

ClearView/ClearView-Wealth/

ClearView Wealth has appointed a new chief executive as managing director, Simon Swanson, departs after 12 years.

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Momentum launches new financial services podcast

financial-services-industry/CIO/

Money Management is pleased to announce the launch of a new weekly podcast that explores the people, products and strategies shaping Australia’s financial services industry.

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Australian clients unhappy with advisers’ communication

Business-Health/communication/client-relationships/

According to a Business Health survey, clients are dissatisfied with their adviser’s communication due to insufficient frequency and a lack of personalisation, and those firms that communicate more experience higher profitability.

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