POWERED BY MOMENTUM MEDIA
PORTFOLIO MANAGEMENT
Superannuation
Maintaining a growth allocation into retirement will help an investor's portfolio last longer than a switch to a conservative style, historical data shows....
Editorial
Dominic McCormick explains why achieving true portfolio diversification in the current economic climate is a complex task....
Financial planning
Most managed funds saw a positive first quarter of 2011 despite natural disasters and geopolitical uncertainty, according to Morningstar senior research analyst Julian Ro...
Financial planning
Australia is leading the way in the regulation of exchange-traded funds (ETFs), according to ETF provider BetaShares Capital....
Financial planning
Standard & Poor's (S&P) has launched new volatility and high beta indices that will measure specific stock characteristics within the S&P 500....
Funds management
Vanguard Investments has announced it will expand its presence in the exchange-traded fund (ETF) market with the introduction of three new ETFs that will track segments o...
Financial planning
Dealer groups are increasingly tightening down their Approved Product Lists (APLs) and creating their so-called 'best picks', according to AMP Capital Investors head of r...
Policy & Regulation
Shadforth Financial Group chief executive Tony Fenning believes the implementation of the Future of Financial Advice (FOFA) reforms is likely to entail a lot of work with...
Financial planning
Environmental, social and governance (ESG) considerations are becoming mainstream and will transform portfolio management....
Superannuation
Advisers could benefit from changing the name of self-managed superannuation funds (SMSFs). The name could be driving away potential trustees due to the connotations of i...
People & Products
AMP Capital Investors has made two senior appointments to its multi-asset group, a specialist division that packages multi-asset, multi-strategy solutions with a risk man...
Financial planning
Westpac has expanded its online investing platform, adding a managed funds supermarket, international shares across nearly 30 countries, and U.S. exchange traded options....
Financial planning
Fund managers and research houses have come under fire for relying too heavily on benchmarks when constructing portfolios....
Financial planning
The AQR Global Enhanced Equity Fund, which is managed by the US-based AQR Capital Management, has received strong support from Australian institutional investors since it...
Financial planning
Standard & Poor’s Fund Services has placed the Goldman Sachs Income Plus Wholesale Fund ‘on hold’ following the company’s announcement that it...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...