NATIXIS

Financial planning

Australian advisers are experiencing fewer difficulties when it comes to acquiring new assets or new clients, compared to global peers, with firms expecting to take on ei...

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Financial planning

Australian financial advisers believe their business will grow by 11% over the next three years, slightly more optimistic than the global average of 10%, according to res...

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Funds management

US-based investment manager Vaughan Nelson has partnered with Investors Mutual to launch a global small and mid-cap fund for Australian retail investors....

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Funds management

There is a preference for cyclical equities in areas such as green infrastructure while small-caps remain an attractive asset class after strong performance in 2021....

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Financial planning

Whether or not a client is interested in responsible investing will be moot as climate change will need to be considered by advisers as part of best interests duty, accor...

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Funds management

Investors expect accountability from companies for their impact on the environment and society and they want to see more action from policymakers and fund managers, accor...

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Funds management

Gender diversity will continue to become a bigger part of responsible investing in the future, despite currently being overshadowed by other factors, like climate change....

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Funds management

The investment manager believes the spread of the COVID-19 Delta variant has stabilised and the peak has now passed....

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People & Products

Investors Mutual has appointed Damon Hambly as chief executive, a newly-created position which the firm said was a “natural progression” for the business....

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People & Products

The firm has promoted Louise Watson, Australia and New Zealand head of distribution, to the role....

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Funds management

With Japan’s vaccine roll-out falling behind and its stockmarket underperforming, will the Olympics help Japan’s economic outlook?...

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Financial planning

Despite 83% of individual investors wanting investments that align with their values, just 16% of financial advisers in Australia say they have been asked about environme...

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People & Products

Tim Ryan will replace Jean Raby as chief executive of Natixis Investment Managers, commencing from 12 April....

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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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Funds management

According to a survey, 80% of institutional investors believe the market has underestimated the impact of the COVID-19 pandemic and only one in five expect a full economi...

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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....

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

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