A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....
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...
Advisers can use model portfolios to free up time to build and maintain relationships with clients, according to State Street Global Advisors....
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....
Omega Global Investors has appointed Simon Tung to the position of head of portfolio management....
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...
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....
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. ...
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 ...
Tribeca Investment Partners has appointed experienced Craig Evans as co-portfolio manager on the Global Natural Resources Fund....
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...
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...
Lazard Asset Management launches Lazard European Alternative fund, which will be managed out of London and is UCITS compliant. ...
Research house, Lonsec Fiscal, is aiming to boost advisers’ portfolio construction capabilities, and ease post-FOFA regulatory and administration pressures, with the laun...
Melbourne-based boutique advice group, DFS Advisory, is offering its new portfolio management service to help advisers avoid "nasty surprises". ...
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...