PORTFOLIO

Funds management

A Natixis IM survey has found almost three-quarters of fund selectors are looking to active investments as a crucial tool to find alpha and generate income in an environm...

image
People & Products

IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...

image
Funds management

BT Panorama has added the ARCO Absolute Return Fund to the platform, providing more advisers and clients with access to the manager’s 10-year track record....

image
Funds management

Data from FE Analytics showed some big global names have upped their allocations to cash, which could be a signal that managers are nervous about a possible market crash....

image
People & Products

HUB24 has launched a new portfolio management tool that allows users of the platform to adjust their managed portfolios online. ...

image
Funds management

The XTB Emerald Fixed Income Managed portfolio will be available on HUB24 from next week....

image
Funds management

The Alleron Long Short Fund has reported a positive return for the March quarter and announced portfolio changes....

image
People & Products

MFS Investment Management has announced the appointment of Owen Murfin as institutional portfolio manager within the London-based fixed income team. ...

image
Funds management

Alpha Fund Managers has included boutique SG Hiscock & Company in their model portfolios....

image
Funds management

XTB has expanded its range of XTBs and announced plans to start a responsible investing separately managed account....

image
People & Products

Australian fintech, CXi Software, has announced Linchpin Capital Group Limited-owned Endeavour Securities (Australia) Limited has gone live on its unit registry platform....

image
People & Products

Former Towers Watson staffer, Craig Mercer and co-founder, Warwick Johnson have kicked off a new emerging markets fund from Remerga....

image
Policy & Regulation

A new range of managed portfolios for Australian Unity Personal Financial Services Clients have been released on the Federation Alliance platform....

image
Funds management

Exchange-traded product portfolio turnover was an important issue for investors to consider, according to Morningstar....

image
Funds management

Advisers will be able to access the Nikko AM-Tyndall Australian Share Concentrated Portfolio through HUB24’s Invest and Super solutions....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

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...

1 week 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...

1 week 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 1 day 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 2 weeks ago