ACTIVE FUNDS

Funds management

Franklin Templeton Australia has closed two funds run by ClearBridge and Martin Currie, one of which is over 40 years old....

Funds management

Moody’s has painted an optimistic picture for alternative asset managers in the year ahead, with lower interest rates and deregulation likely to prove supportive for thei...

Funds management

Advisers are increasing their use of exchange traded funds to reduce overall portfolio costs, and 75% of advisers think smart beta strategies are going to become more pre...

Funds management

As one of the worst performing sectors of 2019, active funds stood out at the top....

Features

Vanguard’s Aidan Geysen explains how advisers can determine the right mix between active and passive funds for a client’s portfolio and how they can help a client meet th...

Policy & Regulation

The Australian Investments and Securities Commission has asked market operators to exclude any new managed funds that fail to disclose their daily portfolio holdings and ...

Funds management

Investors are struggling to reconcile the risk-return trade off inherent in investing, according to a new Natixis Investment Managers survey....

Funds management

Australian broad cap equities prove a pretty strong case for active management, with only one exchange-traded fund sitting in the top quartile for the year to last month’...

Funds management

With proposed trade tariffs and concerns about US rate rises expected to have a “painful but not devastating” impact on the Chinese economy, investors should keep an eye ...

Funds management

The ASX mFund Settlement Service now boasts the availability of over 200 funds to investors and financial advisers....

Funds management

The US equity market is “far from bubble territory” and valuation is not going to be the factor that end’s the bull market’s run, the investment manager says....

Funds management

The majority of financial professionals are using smart beta strategies to replace actively managed funds, according to a VanEck survey....

Funds management

The “comfort” that comes with growth, profitability and quality these days is very expensive to own in isolation, according to Antipodes Global Investment Partners....

Funds management

FE Analytics shows which Aussie equity income funds have managed to outperform their peers over the past three years....

Funds management

Diversification and narrowing the range of possible investment outcomes is of paramount importance in the post-retirement environment, according to Insight Investment’s A...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago