FUNDS MANAGEMENT

Financial planning

New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...

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Funds management

UBS Asset Management has announced two new partnerships with CBRE Clarion and Yarra Capital Management....

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People & Products

Copia Investment Partners has announced the appointment of Mani Papakonstantinos to the role of distribution manager covering Victoria and Western Australia....

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Funds management

If the trade war ceasefire continues, opportunities could likely be found in the US, according to Macquarie. ...

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Policy & Regulation

IOOF managing director, Christopher Kelaher and chairman George Venardos have stepped aside from their positions pending the outcome of the Australian Prudential Regulati...

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Policy & Regulation

The Australian Prudential Regulation Authority has initiated action against IOOF including seeking the disqualification of its most senior executives, including managing ...

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Funds management

FTSE Russell and Sustainalytics have announced a global partnership in benchmarks as well as ESG research and ratings....

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Funds management

Australian equities are likely to remain a source of healthy yield and capital growth next year despite global political tensions, according to T. Rowe Price....

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Funds management

Millennials are leading the pack when it comes to getting advice and going green, according to Legg Mason. ...

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Funds management

Investors need to evaluate their existing investment framework to better reflect tail risks, according to JP Morgan Asset Management....

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Funds management

Ageing demographics and a greater focus on real returns strategies have driven a launch of a series of multi-asset products, according to Morningstar....

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People & Products

Centuria has announced the appointment of a new fund manager to its Centuria Metropolitan REIT fund. ...

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Funds management

Wilson Asset Management has confirmed its intention to execute its management proposal to the Blue Sky Alternative Access Fund Limited....

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Funds management

Despite its focus on China, Premium China Funds Management has said that it will not preclude investment in the sub-continent....

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Funds management

Global equity markets can expect further downside, particularly in the US, following the October sell-off, according to Hexavest’s Christian Crête....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago