FUNDS MANAGEMENT

Financial planning

Women had a lower risk tolerance in their investment portfolio and did not change asset allocations as much as males, which could be a factor in their lower super balance...

image
People & Products

Former Barclays Global Investors managing director, Katherine Allchin, has joined the UCA Funds Management board....

image
People & Products

Perpetual Investments has promoted Matt Thompson to the role of general manager of distribution....

image
People & Products

Standard Life Investments has expanded its presence in Singapore as part of its continuing Asia Pacific strategy by hiring a chief executive....

image
People & Products

Former Lonsec Fiscal staffer, Alfons Fiorindo, has joined Recreo Financial as the director of clients and markets....

image
Knowledge Centre

When the news is good, it’s already too late. Value can be added by finding markets that are unloved and cheap, AMP Capital explains....

image
Funds management

Index ETFs outperformed all managed funds, industry super funds and retail funds since 1992, according to financial writer, Gary Stone. ...

image
Funds management

Investors could lose their money if they invest in an index fund over the next five years, according to Lazard Asset Management. ...

image
Funds management

AMP Capital has inked a deal to buy 5.2 per cent of the largest desalination plant in the southern hemisphere. ...

image
Funds management

Lonsec has upgraded AllianceBerstein’s managed volatility equities fund to ‘highly recommended’, while it also outperformed the index. ...

image
Funds management

Investors were focusing on large cap stocks and were missing out on outperformance from small caps, according to the boutique fund manager....

image
Funds management

Multinational companies had outpaced the broader market, while technology and healthcare companies were most likely to flourish, according to Capital Group....

image
Features

The clear message for investors at present is that global monetary policy almost certainly has to remain highly expansionary for some time to come, Conrad Burge writes....

image
Funds management

Lonsec has sold its broking business to FinClear with a rebrand likely down the track and said it would be business as usual for stockbroking clients....

image
Editorial

Mike Taylor writes that the Productivity Commission’s consideration of alternative default models represents the real superannuation idealogical battleground....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 4 hours ago