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Financial planning

FNZ has signed a five-year partnership with Microsoft to “transform wealth management” through technology and artificial intelligence, and create an improved adviser expe...

Features

When investing in global equities to achieve portfolio diversification, investors should opt for those exposures which have the lowest correlation with their domestic sha...

Funds management

With headwinds emerging and business growth expected to slow in the future, Facebook is now a value stock, according to Antipodes....

Funds management

Technology funds have proved resilient as funds have regained COVID-19 sell-off losses and one fund manager believes growth prospects are stronger for technology than oth...

Funds management

Several ESG funds invest in Facebook, but given the actions the company has taken, can investors feel comfortable with their money being invested in it despite the social...

Funds management

The Magellan Global fund’s exposure to Microsoft has boosted the fund as the stock became the beneficiary of the move to online working while hospitality exposure has bee...

Features

Working from home is one of the biggest shifts globally to have come as a result of the COVID-19 pandemic. While a financial adviser’s work is centred around physical fa...

Funds management

While some technology firms are seeing strong gains such as Zoom, the rise is not being replicated across the whole sector with mega-cap FANG stocks reporting losses sinc...

Funds management

While some technology firms are seeing strong gains such as Zoom, the rise is not being replicated across the whole sector with mega-cap FANG stocks reporting losses sinc...

Funds management

It’s the technology stock taking over people’s homes as Australia moves to remote working and study but Zoom Video Communication may not be a ‘buy’ as much value is alrea...

Funds management

The State Street Global Equity fund has reiterated its position on avoiding global IT companies, despite the position being the ‘single biggest detractor’ to performance ...

Funds management

The Australian bushfires could prompt an increased awareness of sustainability funds, according to Mirova fund manager Jens Peers, as Australia lags behind Europe in upta...

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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’...

1 week 2 days ago

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

1 month 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 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 11 hours ago

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

1 week 5 days 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. ...

2 weeks 5 days ago
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