PORTFOLIO MANAGEMENT

Funds management

Melbourne-based boutique advice group, DFS Advisory, is offering its new portfolio management service to help advisers avoid "nasty surprises". ...

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Financial planning

AXA IM signs license agreement with Simcorp....

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People & Products

Australian Wealth Investments (AWI) independent director John Reynolds has resigned after serving the company for almost seven years. ...

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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....

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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...

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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...

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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....

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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...

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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....

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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 ...

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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....

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Funds management

Manager skill set and greater attention point to better end result...

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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...

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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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MARKET INSIGHTS

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

4 weeks 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 1 week 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 5 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. ...

1 week 1 day 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...

1 week ago