PORTFOLIO MANAGEMENT

Funds management

Global X ETFs’ head of portfolio management is set to depart the firm in October, the second major departure alongside outgoing CEO Evan Metcalf’s exit....

Funds management

A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....

Editorial

With market volatility and interest rates keeping investors on their toes, equity managers say they’re keeping a close eye on how the asset class performs over the next 1...

Financial planning

Advisers can use model portfolios to free up time to build and maintain relationships with clients, according to State Street Global Advisors....

Financial planning

Advised investors are more confident, and hold more robust portfolios than the do-it-yourself, non-advised cohort, according to new research by Legg Mason....

People & Products

Omega Global Investors has appointed Simon Tung to the position of head of portfolio management....

Features

While currency exposure can provide a safety valve for economic downturns, advisers need to employ a structured approach to manage foreign exposures, Matthew Hopkins writ...

Features

Planners need to ensure that the defensive parts of their client's portfolios are truly defensive in the face of uncertainty in the global bond market....

Tools & guides

While non-traditional assets look useful for diversification beware they are not like the toxic assets that were at the heart of the GFC, Richard Dunbar writes. ...

Features

Although the global economy appeared to slow in the second half of last year, growth is forecast to pick up somewhat this year and then to lift again in 2017. To counter ...

People & Products

Tribeca Investment Partners has appointed experienced Craig Evans as co-portfolio manager on the Global Natural Resources Fund....

Funds management

Van Eck Australia believes fund managers and planners must provide products and services to adapt to a world of market volatility, central bank intervention and geopoliti...

Funds management

Praemium have this morning announced profits of $14.7 million, recording a 35 per cent increase on revenue in their fiscal results for the first half of the 2015-16 finan...

People & Products

Lazard Asset Management launches Lazard European Alternative fund, which will be managed out of London and is UCITS compliant. ...

Financial planning

Research house, Lonsec Fiscal, is aiming to boost advisers’ portfolio construction capabilities, and ease post-FOFA regulatory and administration pressures, with the laun...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

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

5 months ago

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

7 months 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. ...

3 weeks 5 days 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...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago