UPGRADE

Funds management

First Sentier Investors’ Multi-Asset Real Return fund has been upgraded to a ‘Recommended’ rating by Lonsec. ...

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Funds management

Confidence in the investment team and fee structure changes has led Zenith to lift Premium China Funds Management’s Premium Asia fund rating....

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People & Products

The now Zurich-owned OnePath has announced upgrades to its client management portal OneView Life, as part of its ongoing commitment to its development....

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Funds management

Zenith Investment Partners has upgraded its rating for the Platypus Australian Equities Fund to ‘recommended’....

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Funds management

The addition of Kuwait to the MSCI Emerging Markets index should encourage investors to consider emerging markets through a Middle East and North Africa perspective, says...

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Funds management

Zenith has announced it has upgraded the two of Allan Gray’s funds, the Allan Gray Australia Equity Fund and the Allan Gray Stable Fund, to its highest rating of ‘highly ...

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Funds management

Lonsec has upgraded its ratings for three of ETF Securities’ funds: the ETFS S&P/ASX 300 High Yield Plus ETF, ETFS Morningstar Global Technology ETF and ETFS ROBO Global ...

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People & Products

Australia Ratings has upgraded its investment rating of the Aura High Yield SME Fund to ‘very strong’....

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Funds management

Research house, SQM Research, has upgraded its rating for Bennelong boutique, Quay Global Investors, to ‘outstanding’....

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Funds management

Platypus Asset Management’s Australian Equities Fund has received an upgrade to ‘recommended’ from Lonsec Research....

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Funds management

Lonsec has upgraded Allan Gray’s Australia Stable Fund to highly recommended....

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Funds management

Lonsec has upgraded its rating for the Legg Mason Western Asset Macro Opportunities Bond Fund to ‘recommended’....

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Funds management

Boutique Australian equities fund manager, Greencape Capital, has received two highly recommended ratings for its high conviction and broadcap funds. ...

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Policy & Regulation

Financial planning software firm, XPLAN, has introduced first-to-market changes to MLC’s online application process, Riskfirst....

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

20 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

21 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

21 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 3 weeks 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 1 week ago

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

9 months 3 weeks ago