FIDELITY
Funds management
Fidelity International has appointed Thomas Taw to the newly created role of head of ETF distribution for APAC, joining from a decade at BlackRock....
Financial planning
Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fide...
Financial planning
Fidelity International research has revealed Australian investors are significantly more optimistic about the market outlook and feeling more comfortable than their APAC ...
Funds management
Fidelity International has worked in tandem with Australian wealth manager Emanuel Whybourne & Loehr to launch an actively managed global equities strategy aimed at finan...
Funds management
A Fidelity portfolio manager has announced he will be departing the business after almost a decade....
Financial planning
Despite younger generations representing the largest group of potential inheritors, CoreData has discovered less than half of beneficiaries have professional advice to na...
Financial planning
Lower fees and trustworthiness are the top factors enticing unadvised Australians to seek a financial adviser, according to Fidelity International, common across all gene...
Financial planning
Fidelity research has found cost is the main barrier deterring women from seeking financial advice, while 43 per cent are worried about finding someone they can trust....
Financial planning
Fidelity finds next-gen investors are increasingly open to seeking financial advice to plan for an impending wealth transfer, as they mull over future investments in real...
Financial planning
When it comes to engaging younger clients, Fidelity has unpacked potential concerns of this generation when it comes to seeking advice as well as how they prefer to inter...
Funds management
Fidelity International has looked internally to appoint a head of strategic sales and solutions for its Australian division, which is a newly created role for the busines...
Funds management
Fidelity International will see its managing director for Australia depart this month, with the firm having found a new successor internally to take on the position....
Funds management
With Fidelity International’s four new active ETFs now available to investors via the ASX, the funds’ respective portfolio managers have shed light on what each product o...
Funds management
Fidelity International has announced the launch of four active ETFs for Australian investors after confirming the delisting of one of its existing active ETFs from the AS...
Funds management
Fidelity Australia managing director Lawrence Hanson has announced the firm’s intention to launch several of its strategies as active ETFs....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...