POWERED BY MOMENTUM MEDIA
INVESTMENT
Financial planning
MLC has added 56 diverse investment options to its platforms to give more opportunities for advisers to assist clients....
Superannuation
The overall number of SMSF trustees with unmet advice needs reached the highest level observed, according to Vanguard and Investment Trends....
Funds management
Magellan Financial Group posted strong numbers in its global equities and listed infrastructure strategies it managed for retail investors, up from $9.8 billion to $12 bi...
People & Products
Future Generation Investment Company has added Zenith’s Smythe and Sunsuper’s Tomlinson to its investment committee....
People & Products
PIMCO has hired Paul Vosper as a key real estate specialist as it looked to expand the firm’s alternatives investment platform. ...
People & Products
Northern Trust Capital Markets has recruited Ben Brownette as a research analyst in its first post-acquisition hire....
Financial planning
Retail participation in the contracts for difference market had decreased by 14 per cent despite volatility, demonstrating the need for education from providers....
Funds management
Continuing uncertainty and market volatility have acted to decrease the number of active online investors, according to the latest data from Investment Trends....
Features
More boutique managers are setting up shop as they look to get away from the lack of individuality and constraints of larger institutional fund managers, Jassmyn Goh find...
Features
As more and more boutiques are being set up, advisers should be aware of what they’re getting themselves into and will want familiarity in a potential manager, according ...
Features
There has never been a more fitting time for planners and investors to reconsider their asset allocations to bring in the dollars, Hope William-Smith writes....
Financial planning
With high net worth investors rejecting model portfolios, it was time for distribution teams to carry out effective segmentation through robust CRM systems to gain real i...
Financial planning
The financial services industry should manage the risk of cognitive decline in an ageing population and its impact as a strategic issue, according to SSGA....
Funds management
Despite a backlog of political and economic uncertainty plaguing Europe, investors should not be afraid to balance their portfolios by putting money there, according to S...
Funds management
Investors should lower their return expectations across all asset classes and hunt for yield in areas that included US corporate debt. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...