PORTFOLIO MANAGEMENT

Financial planning

AXA IM signs license agreement with Simcorp....

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People & Products

Australian Wealth Investments (AWI) independent director John Reynolds has resigned after serving the company for almost seven years. ...

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Superannuation

Australian super funds should manage equity portfolio implementation on a single platform through a centralised provider, according to Parametric....

Financial planning

US investment manager, Neuberger Berman, appoints new Multi-Asset Chief Investment Officer....

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Funds management

Investment consultant JANA and MLC Investment Management are coming together to create an investment research, advisory, and portfolio management business, NAB has announ...

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Funds management

Following on from poor performance in 2011, emerging markets (EM) equities delivered strong returns over the 2012 calendar year, with the sector expected to grow in promi...

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Funds management

More than half of Australian high net worth (HNW) investors expect global markets to rise over the next year, while cooling their outlook on the domestic front....

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Financial planning

Ibbotson will expand its presence into the retail financial advisory space as it seeks to sign more financial planning groups to its implemented model portfolios offering...

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Funds management

China’s GDP (gross domestic product) growth is set to downshift over the next five years, with the slow-down in policy stimulus to hit the Australian economy hard....

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Funds management

With equity markets starting look more favourable, a multi-asset portfolio approach may help to mitigate the effects of short-term risks in a low-return, high-volatility ...

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Funds management

Investors should look beyond volatility as a key measure of risk and consider a potentially more destructive threat, according to asset manager Alliance Bernstein....

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Funds management

Manager skill set and greater attention point to better end result...

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Financial planning

Now that client sentiment is changing for the better, advisers have a real opportunity to show off their portfolio construction skills, according to Damen Purcell, head o...

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Funds management

Morningstar’s review of the Asian equities and emerging markets funds space in 2012 has seen one downgrade and two upgrades, with Colonial First State achieving the highe...

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Financial planning

Traditional planning processes often fail to take into account the psychology and specific needs of women, according to CBA executive general manager of advice, Marianne ...

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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...

4 days 13 hours 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...

4 days 14 hours 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...

5 days 13 hours 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. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago