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FIDELITY

Funds management

At the 2021 United Nations Climate Change Conference, global asset manager abrdn has announced its plan to decarbonise its portfolio by 50% by 2030 and engage with the in...

Funds management

The ‘man versus nature’ aspect of the pandemic may have caused a shift in focus for corporates and the community toward responsible investing and business practices....

Funds management

In the lead-up to the 2021 UN Climate Change Conference (COP26), three asset management firms operating in Australia have provided updates to the status of their net zero...

Funds management

In the lead-up to the 2021 UN Climate Change Conference (COP26), three asset management firms operating in Australia have provided updates to the status of their net zero...

Funds management

With emissions from 90% of ASX 200 companies already targeting net zero by 2050, the Government’s net zero plan shows it is just “coming to the party”, says Fidelity’s Ka...

Financial planning

Retirees could be more confident if advisers use more complex strategies such as an individual asset liability model as more precision would have gone into the constructi...

Financial planning

Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....

Financial planning

Pre-retirees are the least happy retirement cohort because of the financial stress of approaching retirement but those with an adviser report higher life satisfaction, ac...

Funds management

Investors should not be concerned with current market volatility as there are plenty of equities with healthy balance sheets that are expected to prosper in the long-term...

Financial planning

The asset manager has launched its first separately managed account in partnership with Praemium....

People & Products

RIAA board member and former HESTA senior responsible investment adviser, Daniela Jaramillo, has been appointed to the newly-created role....

Funds management

Fidelity International has announced an introduction of the new global policies on climate change and gender diversity....

Features

As we enter a new financial year, Laura Dew explores the year that was and which asset classes performed best over the period. ...

Funds management

Fidelity believes interest rates will rise sooner than forecasts, but because of the current temporary inflation, volatility will increase and interest rates will take on...

People & Products

Ashish Kochar will replace Amit Lodha as portfolio manager of the global equities fund who has stepped down to spend more time in India with his family....

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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’...

1 week 1 day ago

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 4 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 6 days ago