POWERED BY MOMENTUM MEDIA
MANAGED INVESTMENTS
Financial planning
Over half of advisers are now using managed accounts with their clients, according to Adviser Ratings, a rise of 50 per cent since 2019....
Financial planning
The FSC and SIAA have recommended against major changes to the income or product values for the sophisticated investor test, despite a spike in eligible investors, as the...
Funds management
WTW has expanded its Australian investments business with the acquisition of the management rights to two funds from NSW-based advice business, Profile Financial Services...
Funds management
Morgan Stanley has joined Jefferies in being named as one of the banks that advised investors who have lost up to 40 per cent of their money in Carl Icahn’s NASDAQ-listed...
Funds management
Less than three years since it was launched, MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management. ...
People & Products
Crestone Wealth Management has appointed two new hires to its investment products and services team. ...
Funds management
Institutional investors who wish to maximise the benefits of factor investing should make their allocation decisions in terms of risk factors, according to EDHEC-Risk Ins...
Funds management
The Perennial Microcap Opportunities Trust was added to the Macquarie Wrap platform, as well as to BT platforms, BT Panorama, BT Wrap and Asgard....
Funds management
Top European performing funds with UK exposure have produced better returns than 94 per cent of Australia’s managed funds over five years. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...