MODEL PORTFOLIOS

Funds management

State Street Global Advisors has expanded its ETF model portfolio range with the addition of a High Growth offering for advisers seeking to service younger investors....

Funds management

Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volat...

Financial planning

Advisory firms are the only part of the investment value chain to escape fee pressure over the last five years in the face of shrinking margins and rising costs, accordin...

Financial planning

Fund selectors foresee using more model portfolios with clients in the future with over half saying they offer them a more consistent client experience, according to Nati...

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Financial planning

Advisers can use model portfolios to free up time to build and maintain relationships with clients, according to State Street Global Advisors....

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Funds management

Brexit is making the UK ‘uninvestable’ according to Morgan Stanley’s head of wealth management research Nathan Lim....

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People & Products

Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst after the manager’s Global Real Estate Fund became available on the BT Pa...

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People & Products

The Australian Corporate Bond Company has released two XTB unit model portfolios due to adviser demand for simplified corporate bond exposure....

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Financial planning

Two new XTB model portfolios have been introduced to provide advisers with a way to manage the fixed income part of their business and ride out volatility....

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Funds management

BetaShares has launched a bespoke asset allocation and exchange traded fund model portfolio service. ...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 2 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 6 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

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ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 4 days ago