PORTFOLIO MANAGEMENT

People & Products

Ross Kent has been promoted from senior managing director - institutional relationships to chief executive AllianceBernstein Australia....

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Financial planning

Apostle enters into distribution arrangement for convertible bond specialist, Camden Asset Management....

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Editorial

Julian Morrison explains why emotional comfort will lose money for investors....

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Editorial

Although experts predict a good year for emerging markets, some regions -like Europe - should be avoided. However, it is always important to stay ahead of the curve, writ...

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Editorial

Elizabeth Moran makes a comparison between direct fixed income investment and annuities, and then with funds....

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Financial planning

ClearView Wealth has announced the launch of a private label wrap platform for superannuation, retirement income and investor-directed portfolio service (IDPS) accounts....

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Funds management

The office and industrial property sectors are looking more attractive than retail assets at present, according to AMP Capital chief investment officer, property, Andrew ...

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Superannuation

In a move to offer alternative investment options for retirement, Westpac has launched a range of term deposit products in what the bank sees as a growing market....

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Financial planning

A move away from cap-weighted constraints and a focus on solid companies with good dividends can mitigate market volatility, according to State Street Global Advisors (SS...

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Editorial

Tim Sanderson puts the traditional asset allocation approach head to head with the bucket strategy, with some surprising results....

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Editorial

Dissatisfaction with the performance of traditional managed funds and the resulting criticism may see the rise of multi-asset solutions, according to Dominic McCormick....

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Financial planning

Ratings house, Standard & Poor's Fund Services (S&P) has assigned its four-star ratings to two key Aviva Investors' separately managed accounts (SMA) products....

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Editorial

Evan Erlanson takes a look at the broader Asian market and identifies opportunities based on countries' economic orientation....

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Financial planning

In the low-growth 'new normal' of the global economy, countries need to find a way to grow that is not accompanied by the accumulation of debt, according to PIMCO head of...

Superannuation

Retail investments have recorded the worst performance across the retirement incomes sector over the year to June 2011, losing more than $10.6 billion in funds under mana...

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MARKET INSIGHTS

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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...

1 week 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...

1 week 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...

1 week 1 day 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. ...

9 months ago

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

9 months 2 weeks ago