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...

People & Products

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

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....

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....

People & Products

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

Funds management

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

Funds management

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

People & Products

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

Funds management

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

Funds management

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

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....

People & Products

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

Policy & Regulation

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

Funds management

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

Funds management

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

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

5 months 2 weeks ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 5 days ago