MODEL PORTFOLIOS
Financial planning
While efficiency remains a top priority for Australian advisers, State Street has revealed the profession is now juggling this desire with the need to maintain personalis...
Financial planning
Vanguard has launched a suite of five model portfolios in partnership with Lonsec Investment Solutions to offer active-passive solutions for financial advisers....
Expert Analysis
In today’s evolving financial landscape, advisers are under increasing pressure to deliver more value to clients, to be faster, smarter, and with greater consistency....
Funds management
BlackRock has opted to reduce exposure to Australian equities in its model portfolios, taking profits after strong ASX performance year-to-date. ...
Funds management
Global asset manager BlackRock has identified bringing private markets to the wealth channel as a key business area for the firm that could generate US$500 million in rev...
Financial planning
State Street Global Advisors’ research reveals a notable rise in Australian investors’ awareness and satisfaction with model portfolios, highlighting benefits such as low...
Financial planning
With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage and how they can be leveraged by advic...
Funds management
State Street Global Advisors has expanded its ETF model portfolio range with the addition of a High Growth offering for advisers seeking to service younger investors....
Funds management
Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volat...
Financial planning
Advisory firms are the only part of the investment value chain to escape fee pressure over the last five years in the face of shrinking margins and rising costs, accordin...
Financial planning
Fund selectors foresee using more model portfolios with clients in the future with over half saying they offer them a more consistent client experience, according to Nati...
Financial planning
Advisers can use model portfolios to free up time to build and maintain relationships with clients, according to State Street Global Advisors....
Funds management
Brexit is making the UK ‘uninvestable’ according to Morgan Stanley’s head of wealth management research Nathan Lim....
People & Products
Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst after the manager’s Global Real Estate Fund became available on the BT Pa...
People & Products
The Australian Corporate Bond Company has released two XTB unit model portfolios due to adviser demand for simplified corporate bond exposure....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...