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FUNDS MANAGEMENT

Features

Australian equities have settled since last financial year’s volatility but advisers have been warned to make selective and diversified decisions, Jassmyn Goh finds....

Features

While currency exposure can provide a safety valve for economic downturns, advisers need to employ a structured approach to manage foreign exposures, Matthew Hopkins writ...

Funds management

Remerga has launched its first Emerging Markets Sustainable Leaders Fund which will use an approach based on a combination of quantitative and ESG factors....

People & Products

Former Towers Watson staffer, Craig Mercer and co-founder, Warwick Johnson have kicked off a new emerging markets fund from Remerga....

Funds management

Advisers are turning to the exchange-traded funds to build more diversified income portfolios for their clients, according to BlackRock....

Funds management

Australian small cap managers underperformed the benchmark in 2016, according to Zenith’s sector report....

Funds management

Magellan's Hamish Douglass sees politics and negatives but is cautiously optimistic about US exposures under the Trump presidency....

Funds management

Global asset manager, Eaton Vance has put out a warning to investors who have allocated to high-yield bonds during their solid run and said the luck would not last foreve...

People & Products

Capital Group has celebrated another positive rating for its New Perspective Fund from Morningstar, with an analyst rating of 'gold'....

Features

We should realign our thinking to the East and accept the ‘rest of the West’ to allow actual global change, Jonathan Wu writes....

Funds management

BalckRock Australia has appointed Stuart Dunn as its head of wealth distribution and Linda Kang as its new lead research relationship manager....

Financial planning

Ignition Wealth has partnered with research house, SiResearch to provide goals-based investing through asset allocation....

Funds management

Perpetual has delivered a solid half-year result with all divisions making positive contributions....

People & Products

Islamic superannuation fund, Crescent Wealth has appointed an industry veteran as consulting CIO....

People & Products

Northern Trust has acquired the Luxembourg and Swiss fund administration servicing units of UBS Asset Management....

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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’...

3 days 19 hours ago

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

4 weeks 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 ago

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

6 days 13 hours 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 1 day 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. ...

1 week 6 days ago