INVESTMENT

Funds management

Henderson saw net outflows of £1.4 billion ($2.39 billion) from retail and £0.4 billion ($682.2 million) from institutional during the first quarter of the year....

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Financial planning

Australians have lost trust in the banks’ ability to balance the interests of customers and shareholders, according to the ABA....

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Funds management

Younger investors are more likely to put stock market returns at risk as they tend to trade more frequently, according to a RMIT University and the University of Cape Tow...

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Financial planning

Australian retirees are more conservative than their US peers throughout their retirements preferring minimum pension draw-downs....

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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...

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People & Products

Frontier consultancy has added another consultant to its specialist Quantitative Solutions Group as it builds its technology offering....

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Funds management

Investors should assess and consider the chief executive of a company before they decide whether to invest....

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Funds management

The chance of an emerging market crisis under the Trump presidency is minimal, according to Brandywine Global....

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Financial planning

This was the end of unlimited, tax-effective superannuation, but investors could use bonds as an alternative, according to Centuria. ...

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Funds management

Investors should steer clear of some emerging markets and eye China, India and Russia instead, according to BTIM’s boutique manager JOHCM. ...

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Funds management

Equities globally and domestically have downplayed the potential negative impact of the unexpected Trump victory, UBS said....

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Funds management

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

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Funds management

Eaton Vance Corp has today announced its acquirement of the business assets of Calvert Investment Management....

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Funds management

Investors were wrongly focusing on short-term interest rates, when they should be eyeing long bond interest rates which affect all asset values, according to Roger Montgo...

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Funds management

Investors need risk management that extend beyond the traditional safeguards of a long-term perspective and diversification, according to Milliman....

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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...

4 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...

4 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...

5 days 5 hours 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. ...

8 months 4 weeks 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