INVESTMENT

Financial planning

MLC has added 56 diverse investment options to its platforms to give more opportunities for advisers to assist clients....

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Superannuation

The overall number of SMSF trustees with unmet advice needs reached the highest level observed, according to Vanguard and Investment Trends....

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Funds management

Magellan Financial Group posted strong numbers in its global equities and listed infrastructure strategies it managed for retail investors, up from $9.8 billion to $12 bi...

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People & Products

Future Generation Investment Company has added Zenith’s Smythe and Sunsuper’s Tomlinson to its investment committee....

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People & Products

PIMCO has hired Paul Vosper as a key real estate specialist as it looked to expand the firm’s alternatives investment platform. ...

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People & Products

Northern Trust Capital Markets has recruited Ben Brownette as a research analyst in its first post-acquisition hire....

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Financial planning

Retail participation in the contracts for difference market had decreased by 14 per cent despite volatility, demonstrating the need for education from providers....

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Funds management

Continuing uncertainty and market volatility have acted to decrease the number of active online investors, according to the latest data from Investment Trends....

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Features

More boutique managers are setting up shop as they look to get away from the lack of individuality and constraints of larger institutional fund managers, Jassmyn Goh find...

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Features

As more and more boutiques are being set up, advisers should be aware of what they’re getting themselves into and will want familiarity in a potential manager, according ...

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Features

There has never been a more fitting time for planners and investors to reconsider their asset allocations to bring in the dollars, Hope William-Smith writes....

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Financial planning

With high net worth investors rejecting model portfolios, it was time for distribution teams to carry out effective segmentation through robust CRM systems to gain real i...

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Financial planning

The financial services industry should manage the risk of cognitive decline in an ageing population and its impact as a strategic issue, according to SSGA....

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Funds management

Despite a backlog of political and economic uncertainty plaguing Europe, investors should not be afraid to balance their portfolios by putting money there, according to S...

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Funds management

Investors should lower their return expectations across all asset classes and hunt for yield in areas that included US corporate debt. ...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 5 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 6 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago