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Financial planning
Hong Kong's high-net-worth investors need financial planning help....
Superannuation
Investor education should be a key focus in addressing the needs of the self-managed super fund (SMSF) sector, according to Russell Investments....
People & Products
GESB has appointed Kate Budiselik and Edwin Schultz as investment strategists....
Funds management
High conviction in the quality and experience of the Mercer Australian investment team has seen it named this year’s winner of the Money Management/Lonsec Fund Manager of...
People & Products
Boutique fund manager Instreet has appointed Sam Harris as a relationship manager for New South Wales, strengthening its distribution team....
Financial planning
Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers....
Financial planning
IOOF Holdings has appointed Russell Investments as its investment consultant to help manage its $10 billion multi manager portfolios within the funds management division....
Financial planning
Intech is to be renamed 'Ibbotson Associates, a Morningstar Company', according to Morningstar Australasia....
People & Products
van Eyk Research has appointed Chris Bigg and Ming Chen as senior investment analyst and investment analyst, respectively....
Financial planning
Tactical asset allocation (TAA) has helped fund managers add value over the medium term, according to a Standard & Poor’s multi-sector report....
Financial planning
Standard & Poor’s has released the ratings of funds in its multi-sector review, including 77 capabilities from 15 different fund managers across the wholesale and retail ...
Superannuation
Cash holdings fall while equities allocations rise to 42 per cent....
Financial planning
Research house Adviser Edge has warned that the popular AXA North product may have been oversold, saying many of the investment options offered in the product have a low ...
Editorial
Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...
Financial planning
Complex products preventing planners from taking advantage of market upswings....
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...