BONDS

Features

In the latest edition of Ahead of the Curve in partnership with MFS Investment Management, senior managing director Benoit Anne explores the benefits of adding global bon...

Funds management

When it comes to the phase-out of AT1 bonds, Schroders fixed income manager Helen Mason has urged financial advisers to sell up sooner rather than later or risk capital l...

Financial planning

When it comes to the phase-out of AT1 bonds, Schroders fixed income manager Helen Mason has urged financial advisers to sell up sooner rather than later or risk capital l...

Funds management

Franklin Templeton has announced it will close its Australian Core Plus Bond Fund, having changed two fixed income funds in its Brandywine range last week. ...

Funds management

Franklin Templeton has reduced fees for two of its Brandywine fixed income funds and enacted a name change for its Global Income Optimiser fund....

Features

ETF providers are considering the phase-out of bank hybrids in their product development plans with billions of fixed-income assets set to seek a new home in the coming y...

Financial planning

Financial advisers have been urged to consider the role they are using AT1 hybrids for in client portfolios when it comes to deciding on a suitable fixed income replaceme...

Financial planning

Having completed its acquisition of fixed income provider FIIG, AUSIEX believes more can be done to increase direct investment of the assets and can envisage them being m...

Funds management

Perpetual Asset Management has launched its inaugural fixed income and credit active ETF, cashing in on the recent boom in the asset class....

Funds management

Janus Henderson is actively seeking to partner with private wealth firms in Australia as it looks to expand its number of strategic partnerships, as well as focus on reti...

Funds management

With a distribution partnership agreed in May, Bennelong Funds Management has announced it will offer the Allspring Global Income Fund to Australian investors....

Financial planning

While the last several months have seen increased market volatility, particularly in the US, advisers said there are multiple reasons why there has been an increase in de...

Funds management

With AT1s being phased out, what fixed income alternatives can advisers use to replace these assets and the income they provide to clients?...

Funds management

Advisers are eager to increase their fixed income allocations but ETF provider VanEck believes there is a section within the asset class that is being overlooked in the s...

Funds management

Having previously stated a desire for greater expertise in fixed income, Bennelong Funds Management has partnered with Allspring Global Investments on a global income str...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
moneymanagement logo