FUNDS MANAGEMENT

Features

The clear message for investors at present is that global monetary policy almost certainly has to remain highly expansionary for some time to come, Conrad Burge writes....

Funds management

Lonsec has sold its broking business to FinClear with a rebrand likely down the track and said it would be business as usual for stockbroking clients....

Editorial

Mike Taylor writes that the Productivity Commission’s consideration of alternative default models represents the real superannuation idealogical battleground....

Financial planning

Accounting and planning firms were sometimes entering into partnerships in haste without performing the required due diligence on cultural alignment. ...

Funds management

A preference for near-cash products will help Hong Kong overtake Switzerland to be the world’s wealthiest by savings per capita by 2020, a report found....

Funds management

Advisers have begun to recognise the benefits of big data and machine learning for quant investing, according to Man AHL. ...

People & Products

Boutique manager, Bennelong Long Short Equity Management, has recruited an experienced investment analyst to strengthen its investment capability....

Funds management

IOOF has released a re-weighting function to its Pursuit platform to enable advisers to re-weight client portfolios immediately or at a specified date in the future. ...

Funds management

Cultural and demographical shifts in Asia have created an investment opportunity in senior living real estate, according to AMP Capital. ...

Funds management

Asia Pacific's asset managers and owners were expecting blockchain to be widely adopted, but they lacked measures to support it, said State Street Corporation....

Funds management

Bennelong Long Short Equity Management (BLSEM) has appointed Optimal Fund Management's Justin Hay as its new senior investment analyst. ...

Funds management

Antipodes Partners' listed investment company has reached $220 million and it was now accepting over subscriptions for its a long-short global security investment portfol...

Funds management

Netweallth has launched an international managed account that gives investors access to international equities amid rising interest in offshore investments. ...

Funds management

The median Australian share manager fell 1.2 per cent for the month of August, according to Morningstar....

Funds management

Almost half of all retail and institutional investors said gender diversity in investment management was not an issue for them....

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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 1 week 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 5 days ago

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

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 16 hours ago