MORGAN STANLEY

Financial planning

A global Morgan Stanley report has found 83 per cent of Asia-Pacific individual investors would select a financial adviser based on their sustainable investment offerings...

Financial planning

As adviser numbers struggle to keep pace with growing demand, Ord Minnett and Morgan Stanley believe large wealth firms like themselves have a major role to play in attra...

Funds management

Financial advisers nervous about the liquidity of private markets funds for their retail clients are the target of fund managers launching semi-liquid products which offe...

Funds management

Wealth management firm Morgan Stanley has told around 15,000 US advisers that they can recommend bitcoin ETFs for certain clients....

Funds management

Northern Trust Asset Management has appointed Christian Roth as its new chief investment officer of global fixed income. ...

Funds management

The Year of the Dragon could see a temporary rebound in Chinese equities and opportunities for contrarian investors to pick up stocks at cheap valuations, according to co...

Financial planning

Firms introducing artificial intelligence to their businesses should treat it like a new member of staff to train up on the firm’s ethics and values, according to Morgan ...

People & Products

Nathan Lim had been with the firm for seven years and was responsible for forming its asset allocation and portfolio management capability for Australia and Asia. ...

People & Products

Global wealth manager Morgan Stanley Wealth Management has announced a partnership with ChatGPT creator OpenAI to create a bespoke model for its advisers....

Funds management

Investing currently is like “tap dancing on a tightrope”, according to Morgan Stanley, as asset allocators try to navigate volatile markets, rising inflation and the poss...

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Funds management

Morgan Stanley believes Australia is well placed to outperform most developed markets and is forecasting Australia’s gross domestic product to grow 4.5% this calendar yea...

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Funds management

Australia’s easing of border restrictions and lockdown will see a strong demand recovery through 2022, but investors should be mindful of the impact of future Government ...

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Features

Solving today’s sustainability challenges will be funded by debt, writes Chris Dastoor, meaning it is worth investors considering ESG in their fixed income allocations. ...

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People & Products

Former Fortescue Metals deputy chief executive, Russell Scrimshaw, has been appointed deputy chair of the board of directors and as a non-executive director. ...

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People & Products

Robert Coulter has been appointed as APAC business development director and will lead the firm’s distribution partnerships in the region....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 11 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago