PORTFOLIO MANAGEMENT

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....

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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....

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People & Products

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

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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...

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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....

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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. ...

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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 ...

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People & Products

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

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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...

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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...

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People & Products

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

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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...

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Funds management

Melbourne-based boutique advice group, DFS Advisory, is offering its new portfolio management service to help advisers avoid "nasty surprises". ...

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MARKET INSIGHTS

PETER JOHNSTON- AIOFP

Well done Keith and Neil, these Canberra Bureaucrats need to be stopped. ...

3 days 3 hours ago
JOHN GILLIES

WHEN I RETIRED A LOT OF GUY'S WERE STILL PRACTICING FORMS OF COLD CALLING. There nothing wrong with it as a way of estab...

4 days 3 hours ago
JOHN GILLIES

I thought you joined a dealer to be protected and have a better version of regulation explained, BUT The dealers themsel...

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ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

1 week 4 days ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

3 weeks 5 days ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

4 days 10 hours ago