investment

Funds management

BetaShares believed defensive opportunities were attractive investments post Brexit, while Montgomery Investment warned that bonds could collapse investors’ retirement sa...

Funds management

One Investment Group and Yorkway Partners form an alliance

A boutique investment firm has bought into and formed an alliance with an independent responsible entity and trustee service. ...

Funds management

Robo-adviser cuts fees to zero

Stockspot said it had cut its advice fees to zero for investment portfolios under $500,000, for clients with less complex advice needs. ...

Funds management

Ardea warns investors of new volatility

Investors are facing a new period of volatility in interest rate sensitive portfolios, a fixed income investment boutique firm warned....

Funds management

ETFs: Who’s on first, who’s on second?

ETFs make their mark among Australia’s top performing managed funds, with Market Vectors and BetaShares producing two of the best. ...

People & Products

IFM Investors recruits Champ’s Wardman-Browne

After dealing with Champ Ventures in an investor capacity, IFM Investors has recruited Stuart Wardman-Browne to its private capital team....

Features

Investing to cope with all seasons – Retirement Income Part 2

A burgeoning ageing population and a low global interest rate environment means investors will need to diversify and avoid overexposure to banks to avoid running out of s...

Knowledge Centre

Confidence to stay invested - smoothing the client investment experience

How can we help manage the risk of investing in equities, giving clients a smoother investment experience and the confidence to stay invested over the long-term? David It...

Features

Miscellaneous concerns – Adviser Sentiment part 3

Malavika Santhebennur finds out what else is on advisers’ minds other than the 2016 Federal Budget and FOFA in part three of this feature....

Tools & guides

For mature economies two per cent is the new four per cent

Passive strategies will not help in finding relative value and emerging markets are not going to save the market this time, Damien McIntyre writes....

Tools & guides

Diverse opinions

While non-traditional assets look useful for diversification beware they are not like the toxic assets that were at the heart of the GFC, Richard Dunbar writes. ...

Financial planning

Claire Mackay joins accounting ethical standards board

The Accounting Professional and Ethical Standards Board has appointed independent financial adviser, Claire Mackay, to the Board....

Features

Leverage a valid strategy if used correctly – Margin Lending Roundtable Part 1

Irrespective of the Federal Budget, leverage will remain an important strategy device for both planners and their clients, according to a Money Management roundtable....

Features

Leverage and volatility a safe mix? – Margin Lending Roundtable Part 2

The market volatility which has marked the opening months of 2016 has served to create challenges for advisers, but volatility and leverage need not be mutually exclusive...

Features

What a typical margin lending client looks like – Margin Lending Roundtable Part 3

Your typical margin lending client may not be who you expect him/her to be, especially when the pursuit of tax breaks is left out of the equation, according to a Money Ma...