PORTFOLIO MANAGEMENT

People & Products

New appointments designed to strengthen Russell’s Asia-Pacific presence....

Financial planning

MySF launches new product....

Financial planning

Planners are beginning to embrace reverse mortgages. JANINE MACE investigates their changing attitudes....

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Financial planning

Offshore and local investors targeted....

Financial planning

Scale drives changes....

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Financial planning

Abstract Long...

Superannuation

The demand from investors and their financial advisers for higher return-seeking investment solutions continues apace. Advisers should focus on product that makes the mos...

Financial planning

An Australian investment manager has brought Eastern Europe to our shores....

Financial planning

Pilot program pays dividends....

Financial planning

Abstract Long...

Financial planning

Bravura increases its client base and capabilities....

Financial planning

The emerging duopoly of multi-functional financial planning software providers in the Australian market is a response to demand for well-capitalised, voluminous providers...

Editorial

For investors looking for the right combination of property exposure, liquidity and diversification, ‘hybrid’ property funds are emerging as a winning strategy, writes MA...

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Financial planning

Portfolio administration service provider Praemium has launched the desktop component of its V-Wrap application, which features the ability to access live share market da...

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Financial planning

Invesco anticipates the ‘on hold’ rating it received from Standard & Poor’s yesterday for its Australian share funds will remain for the next couple of months while it lo...

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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 1 day 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 6 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 2 days 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 1 day ago