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FIDELITY

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. ...

Funds management

With the belief that markets are oscillating between fragility and resilience, the investment manager has outlined three themes it expects to see in the third quarter of ...

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MARKET INSIGHTS

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

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago