PORTFOLIO MANAGEMENT

Rate the raters

A Money Management survey has seen Lonsec come out on top as the best-regarded research house in the country. Mike Taylor reports....

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Financial planning

Financial planners with more than a hundred clients are not able to actively manage their portfolios, making the active versus passive debate redundant for this group, ac...

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Financial planning

Hyperion warns of the perils of short-termism and index hugging....

Financial planning

National Australia Bank's (NAB's) direct asset management business, nabInvest, has taken a non-controlling interest in Peridiem Global Investors LLC (Peridiem), a Los Ang...

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Financial planning

The retail funds management space in Australia is highly intermediated, resulting in high costs to the end investor - something that fee-for-service advice could help red...

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Financial planning

Rather than panicking and selling their shares, investors should be watching the markets for signs of the expected recovery, according to wealth management firm Lachlan P...

Financial planning

Technology solutions could boost planner engagement with all clients, particularly C and D clients, according to Decimal....

Financial planning

Commonwealth Private advisers get Iress suite....

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Editorial

Stock prices are driven by earnings. The greatest returns come from companies that can deliver positive earnings surprises relative to market expectations, according to B...

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Editorial

Companies that are operating in growing markets, which have low levels of debt, pricing power and generate significant amounts of free cash and give most of that back to ...

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Editorial

Eley Griffiths Group's Brian Eley remains moderately optimistic despite the short term outlook continuing to be choppy and sentiment conflicted....

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Editorial

David Pace is a portfolio manager at Greencape Capital. He previously spent 13 years at Merrill Lynch Investment Managers where he ran the MLIM High Conviction Strategy f...

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Funds management

Aberdeen Asia will target institutional investors with the launch of its third closed-end property fund of funds....

Superannuation

UniSuper has selected technology provider GBST for the provision of after-tax benchmarking solutions, which could boost member portfolio returns by as much as 2 per cent ...

Financial planning

As the needs of dealer groups and financial planners change in the wake of the evolving Future of Financial Advice (FOFA) reforms, platform enhancements will play a signi...

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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