FIDELITY

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....

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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...

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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...

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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...

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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...

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Financial planning

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

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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...

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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...

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Financial planning

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

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People & Products

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

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Funds management

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

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Features

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

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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...

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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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Features

The outlook for emerging markets over the next 12 months is challenging and patience is important for advisers looking to invest in the asset class, Jassmyn Goh writes....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 2 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 1 day ago