ACTIVE FUNDS

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...

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Funds management

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

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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...

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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 ...

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Funds management

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

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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’...

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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 ...

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Funds management

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

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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....

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Funds management

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

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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....

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Funds management

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

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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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People & Products

Perpetual has promoted Vicki Riggio to general manager, managed funds services, from her current role at the company as general manager, management services....

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Funds management

The returns that fixed income as an asset class have delivered historically are going to be practically impossible to achieve going forward, according to Aviva Investors....

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MARKET INSIGHTS

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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...

10 hours ago
JOHN GILLIES

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

10 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 ...

11 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 2 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