FIDELITY

Funds management

The financial and sustainability impact of companies’ actions is likely to shape asset managers’ voting records as advisers seek funds for their clients who act to invest...

Funds management

Global investment manager Fidelity International has appointed a new president to take over from Anne Richards, who will move into a vice chair role....

Funds management

The global investment manager has announced its chief executive, Anne Richards, will be stepping down from the executive role....

Expert Analysis

The current volatility has created a rich pool of investment opportunities which skilled fund managers can exploit through long-short equities strategies, writes Lukasz d...

Funds management

Fidelity has launched its latest global equities fund, the Fidelity Global Long Short Fund, in response to client demand in Australia....

Financial planning

Seeking to help their loved ones achieve greater financial security through an inheritance, Australians are increasingly looking to advisers for estate planning and engag...

Funds management

Despite concerns that the popularity of pharmaceutical drug Ozempic is overblown, two fund managers are seeing stock picking opportunities from its success. ...

Funds management

While underappreciated in the past, global mid cap equities present “superior” returns and valuable portfolio diversification, this Fidelity fund manager says. ...

Funds management

Global fund manager Robeco has appointed Nick King as head of ETFs as it seeks to expand its business with an ETF platform....

Funds management

Fidelity’s Asian equities investment director, Gary Monaghan, has shared his insights on Chinese technology after its Fidelity Asia Fund won at this year’s Money Manageme...

Funds management

The optimism behind this disruptive technology has driven markets to record highs, but experts warn there are ESG risks and considerations that can be overlooked....

People & Products

Fidelity has promoted Jenn-Hui Tan to the newly created role of chief sustainability officer. ...

People & Products

Following the departure of Lukasz de Pourbaix in April, Lonsec has appointed a new chief investment officer and executive director....

Funds management

BlackRock and Vanguard have seen their scores slashed by a climate think tank for rolling back on their ESG commitments in light of an anti-ESG trend in the US....

Funds management

Fidelity is betting on gains for insurance firms in its Australian equity portfolios, at the expense of the big four banks. ...

 

MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

3 days 14 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

3 days 14 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

4 days 14 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 1 week 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. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago