FUNDS MANAGEMENT

Tools & guides

Clients need to break out of the thinking that income must be delivered by either low-yielding fixed income assets or riskier equities, Richard Quin writes. ...

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Features

Reports of a volatile start to 2016 have been somewhat overstated, according to Morningstar associate director and research manager, Kathryn Young. ...

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Superannuation

A roundtable of superannuation industry executives believes super fund members are better off at claims time because of the protections offered by super fund boards....

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Superannuation

New BTFG research confirms too many Australians are hoping a lotto win will fund their retirement....

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Superannuation

Superannuation research and ratings house, Chant West, confirms industry funds have outperformed their retail counterparts on the back of unlisted assets where valuations...

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Superannuation

A roundtable of senior superannuation executives fear super will be the victim of a deceitful and incomplete tax debate....

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Funds management

Fund managers need to brace themselves for the ATO’s new tough approach if they choose not to enter the new tax regime for MITs....

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Funds management

Institutional investors are missing out on opportunities by under allocating to emerging market debt, Van Eck believes....

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Funds management

Growing numbers of socially conscious investors are turning to ethically focused fund managers to grow their wealth....

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Funds management

Colchester Global Investors’ Global Government Bond Fund has secured recommended ratings from two of Australia’s leading research houses, following the recruitment of Ang...

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Funds management

Equities investors will be able to reduce the impact of market volatility using a new risk management overlay developed by BNP and Mercer....

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Funds management

Growing numbers of financial advisers are adopting responsible investment products in their APLs in response to clients’ demands, Australian Ethical believes....

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Funds management

Divergent monetary policies being pursued by central banks are adding to the volatile market conditions for global fixed income managers, Zenith Investment Partners belie...

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People & Products

Mine Wealth + Wellbeing completes expansion of its investment team with five new appointments....

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Funds management

DomaCom’s successful crowd-funding campaign to purchase the Kidman Station highlights Australian fund managers’ failure to see the value in argi-business, the firm says....

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MARKET INSIGHTS

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

3 weeks 2 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 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 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. ...

2 days 22 hours 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...

2 days 2 hours ago