PORTFOLIO

Funds management

A Natixis IM survey has found almost three-quarters of fund selectors are looking to active investments as a crucial tool to find alpha and generate income in an environm...

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People & Products

IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...

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Funds management

BT Panorama has added the ARCO Absolute Return Fund to the platform, providing more advisers and clients with access to the manager’s 10-year track record....

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Funds management

Data from FE Analytics showed some big global names have upped their allocations to cash, which could be a signal that managers are nervous about a possible market crash....

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People & Products

HUB24 has launched a new portfolio management tool that allows users of the platform to adjust their managed portfolios online. ...

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Funds management

The XTB Emerald Fixed Income Managed portfolio will be available on HUB24 from next week....

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Funds management

The Alleron Long Short Fund has reported a positive return for the March quarter and announced portfolio changes....

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People & Products

MFS Investment Management has announced the appointment of Owen Murfin as institutional portfolio manager within the London-based fixed income team. ...

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Funds management

Alpha Fund Managers has included boutique SG Hiscock & Company in their model portfolios....

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Funds management

XTB has expanded its range of XTBs and announced plans to start a responsible investing separately managed account....

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People & Products

Australian fintech, CXi Software, has announced Linchpin Capital Group Limited-owned Endeavour Securities (Australia) Limited has gone live on its unit registry platform....

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People & Products

Former Towers Watson staffer, Craig Mercer and co-founder, Warwick Johnson have kicked off a new emerging markets fund from Remerga....

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Policy & Regulation

A new range of managed portfolios for Australian Unity Personal Financial Services Clients have been released on the Federation Alliance platform....

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Funds management

Exchange-traded product portfolio turnover was an important issue for investors to consider, according to Morningstar....

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Funds management

Advisers will be able to access the Nikko AM-Tyndall Australian Share Concentrated Portfolio through HUB24’s Invest and Super solutions....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 3 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 7 hours ago