PORTFOLIO MANAGEMENT

Financial planning

Active portfolio management will be the key to success in current financial markets rather than a reliance on investment products alone....

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People & Products

Ross Kent has been promoted from senior managing director - institutional relationships to chief executive AllianceBernstein Australia....

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Financial planning

Apostle enters into distribution arrangement for convertible bond specialist, Camden Asset Management....

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Editorial

Julian Morrison explains why emotional comfort will lose money for investors....

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Editorial

Although experts predict a good year for emerging markets, some regions -like Europe - should be avoided. However, it is always important to stay ahead of the curve, writ...

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Editorial

Elizabeth Moran makes a comparison between direct fixed income investment and annuities, and then with funds....

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Financial planning

ClearView Wealth has announced the launch of a private label wrap platform for superannuation, retirement income and investor-directed portfolio service (IDPS) accounts....

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Funds management

The office and industrial property sectors are looking more attractive than retail assets at present, according to AMP Capital chief investment officer, property, Andrew ...

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Superannuation

In a move to offer alternative investment options for retirement, Westpac has launched a range of term deposit products in what the bank sees as a growing market....

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Financial planning

A move away from cap-weighted constraints and a focus on solid companies with good dividends can mitigate market volatility, according to State Street Global Advisors (SS...

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Editorial

Tim Sanderson puts the traditional asset allocation approach head to head with the bucket strategy, with some surprising results....

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Editorial

Dissatisfaction with the performance of traditional managed funds and the resulting criticism may see the rise of multi-asset solutions, according to Dominic McCormick....

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Financial planning

Ratings house, Standard & Poor's Fund Services (S&P) has assigned its four-star ratings to two key Aviva Investors' separately managed accounts (SMA) products....

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Editorial

Evan Erlanson takes a look at the broader Asian market and identifies opportunities based on countries' economic orientation....

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Financial planning

In the low-growth 'new normal' of the global economy, countries need to find a way to grow that is not accompanied by the accumulation of debt, according to PIMCO head of...

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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