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PORTFOLIO MANAGEMENT
Funds management
Melbourne-based boutique advice group, DFS Advisory, is offering its new portfolio management service to help advisers avoid "nasty surprises". ...
Financial planning
AXA IM signs license agreement with Simcorp....
People & Products
Australian Wealth Investments (AWI) independent director John Reynolds has resigned after serving the company for almost seven years. ...
Superannuation
Australian super funds should manage equity portfolio implementation on a single platform through a centralised provider, according to Parametric....
Financial planning
US investment manager, Neuberger Berman, appoints new Multi-Asset Chief Investment Officer....
Funds management
Investment consultant JANA and MLC Investment Management are coming together to create an investment research, advisory, and portfolio management business, NAB has announ...
Funds management
Following on from poor performance in 2011, emerging markets (EM) equities delivered strong returns over the 2012 calendar year, with the sector expected to grow in promi...
Funds management
More than half of Australian high net worth (HNW) investors expect global markets to rise over the next year, while cooling their outlook on the domestic front....
Financial planning
Ibbotson will expand its presence into the retail financial advisory space as it seeks to sign more financial planning groups to its implemented model portfolios offering...
Funds management
China’s GDP (gross domestic product) growth is set to downshift over the next five years, with the slow-down in policy stimulus to hit the Australian economy hard....
Funds management
With equity markets starting look more favourable, a multi-asset portfolio approach may help to mitigate the effects of short-term risks in a low-return, high-volatility ...
Funds management
Investors should look beyond volatility as a key measure of risk and consider a potentially more destructive threat, according to asset manager Alliance Bernstein....
Funds management
Manager skill set and greater attention point to better end result...
Financial planning
Now that client sentiment is changing for the better, advisers have a real opportunity to show off their portfolio construction skills, according to Damen Purcell, head o...
Funds management
Morningstar’s review of the Asian equities and emerging markets funds space in 2012 has seen one downgrade and two upgrades, with Colonial First State achieving the highe...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...