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

So we are now underwriting criminal scams?...

5 months 3 weeks ago

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

6 months ago

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

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 3 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 2 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 2 days ago