ASSET ALLOCATION

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...

image
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 ...

image
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. ...

image
Financial planning

Hong Kong's high-net-worth investors need financial planning help....

image
Superannuation

Investor education should be a key focus in addressing the needs of the self-managed super fund (SMSF) sector, according to Russell Investments....

image
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...

image
People & Products

Boutique fund manager Instreet has appointed Sam Harris as a relationship manager for New South Wales, strengthening its distribution team....

image
Financial planning

Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers....

image
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....

image
Financial planning

Intech is to be renamed 'Ibbotson Associates, a Morningstar Company', according to Morningstar Australasia....

image
People & Products

van Eyk Research has appointed Chris Bigg and Ming Chen as senior investment analyst and investment analyst, respectively....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago