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Funds management
Implemented Portfolios has an underweight allocation to international equities and property due to a subdued 10-year outlook for economic growth and uncertainty across de...
Financial planning
The global financial crisis has been a game changer and, as Dominic McCormick writes, advisers need to view previously conventional buy and hold strategies as being tanta...
Financial planning
Standard & Poor’s Fund Services (S&P) has placed three of BT Investment Management’s (BTIM's) diversified funds ‘on hold’ following a change in its portfolio manager....
Financial planning
Treasury Group adopts a more active investment strategy to improve returns....
People & Products
Towers Watson has appointed Louise Oakley to its strategy group as an investment consultant and Brent Snow as an investment analyst....
Financial planning
QIC will be offering superannuation funds what it calls a dynamic lifestyle approach, adjusting investment strategies throughout a member's life to improve retirement out...
Financial planning
Multi-managers feel the increasing sophistication of their investment approach is making it less of a challenge to demonstrate that they can deliver enough active return ...
Editorial
Amid growing media interest in the growth of these products, Dominic McCormick explains why exchange-traded funds are a useful tool but not a panacea. ...
Financial planning
Hong Kong's high-net-worth investors need financial planning help....
Superannuation
Investor education should be a key focus in addressing the needs of the self-managed super fund (SMSF) sector, according to Russell Investments....
People & Products
GESB has appointed Kate Budiselik and Edwin Schultz as investment strategists....
Funds management
High conviction in the quality and experience of the Mercer Australian investment team has seen it named this year’s winner of the Money Management/Lonsec Fund Manager of...
People & Products
Boutique fund manager Instreet has appointed Sam Harris as a relationship manager for New South Wales, strengthening its distribution team....
Financial planning
Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers....
Financial planning
IOOF Holdings has appointed Russell Investments as its investment consultant to help manage its $10 billion multi manager portfolios within the funds management division....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....