FINANCIALS

Funds management

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

Expert Analysis

The recent failures of US banks, Silicon Valley Bank (SVB) and Signature Bank, have unnerved investors globally, writes ST Wong....

Funds management

Higher interest rates have helped deliver a 10 per cent boost to the major banks’ collective earnings, but weakening economic activity and heightened competition have dim...

Funds management

Magellan has begun positioning its $7.3 billion Global portfolio for a recession, which it believes is a likely scenario this year....

Funds management

Investors are accused of being ‘theme junkies’ as they chase the latest mega-trend but which theme has seen the strongest returns over the past year?...

Funds management

As ANZ announces a $1.5 billion on-market buyback, this was a “strong indicator” that bank dividends could continue to rise for the next 12 to 24 months, according to Pla...

Funds management

The cyclical trade in equities may already be waning, according to AXA IM, in a rising equity market with energy and financials less likely to outperform. ...

Funds management

Seeking cyclical exposure, investors have moved to be most overweight to the banking sector for the first time since May 2018, according to Bank of America. ...

Funds management

Following the lifting of the dividend restrictions by the Australian Prudential Regulation Authority, Money Management tallies which financials are paying the highest div...

Funds management

Investors can be hopeful of being able to rely on dividends again as first half 2021 results have been the strongest for several years, according to AMP....

Funds management

Earnings for the first half of the financial year for the firm were $2.1 million, prompting the firm to resume paying dividends....

Funds management

Nikko Asset Management is still looking to IOOF despite the company reporting a downturn of $0.4 billion in funds under management....

Funds management

One particular bank’s shares fell over 30% last year and Airlie Australian Share fund has now exited the position....

Funds management

Holding a low weight to financial stocks is the common denominator between those Australian equity funds which have reported double-digit gains over the past year. ...

Funds management

Magellan Financial Group is the only listed financial firm to have reported positive returns in the first half of 2020 with returns of 3.1% as the company funds under man...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 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. ...

3 weeks 6 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 6 days ago