INVESTMENT MANAGEMENT

Funds management

There were risks that we could see another financial crisis post the US election, according to Roger Montgomery. ...

Funds management

Equity markets were tipped to recover, post the US Presidential Election if Clinton wins, according to investment house, Instreet Investment. ...

Funds management

The impact investing industry was set to reach $1 trillion by 2020, largely fuelled by millennial demand, according to Standard Life Investments’ whitepaper. ...

Funds management

Watermark has launched a fund that aims to deliver positive returns of 10 per cent or more, with no correlation to the share market. ...

Funds management

Boutique fund manager, Bennelong, has expanded into the UK by opening an office in London, with plans to appoint key UK hires. ...

Funds management

One of Canada’s largest fund managers has inked a deal to buy 80 per cent of Grant Samuel Funds Management. ...

Funds management

Investors should not be ignoring India as a powerful global economic force, as its demographics were improving and the government was stimulating the economy. ...

Funds management

Zenith has delivered a ‘recommended’ rating to Morningtar’s objective-based multi-asset offerings....

Funds management

PIMCO has announced that it plans to internalise its responsible entity services for its $10 billion managed fund complex in Q1 of 2017. ...

Funds management

The ASX’s mFund platform has added three funds from boutique alpha fund manager, Alphinity, to its range. ...

Awards

Katrina Khoupongsy was commended for excelling in her role as a portfolio manager and a research analyst, as well as for being a lecturer for the Chartered Financial Anal...

Knowledge Centre

VIDEO: Chinese H and A shares are half the price of shares elsewhere in the world, but produce some great results according to AMP Capital. ...

Funds management

Little known Australian managed funds have generated the best annual returns and captured the least amount of market downside, according to Financial Express' data....

Funds management

Lonsec has upgraded AllianceBerstein’s managed volatility equities fund to ‘highly recommended’, while it also outperformed the index. ...

Funds management

Investors were focusing on large cap stocks and were missing out on outperformance from small caps, according to the boutique fund manager....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

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

2 months 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...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 6 days ago
moneymanagement logo