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

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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 9 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 10 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 9 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