PORTFOLIOS

Financial planning

The transfer of intergenerational wealth is likely to reshape what is held in an investment portfolio in the future, according to BetaShares, and advisers have an opportu...

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Funds management

The portfolio split of 60% equities and 40% bonds has been a mainstay in investing for decades but according to Sebastien Page from T.Rowe Price, it is time to move to a ...

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Funds management

Investors are being too optimistic in their expectations for returns, according to Schroders, with the average Australian expecting to achieve annual returns of 10.9%. ...

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Funds management

Netwealth has added the Franklin Concentrated Global Equity Ex-Australia SMA to its Managed Account Service....

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Funds management

Even for asset managers skilled enough to produce alpha, chances are their clients won’t be able to fully capture it in their own portfolios because of the clients’ inves...

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Superannuation

ANZ Wealth announced new model portfolios focusing on the specific needs of retirees, which would be available through its aligned licensees....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

18 hours ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 3 days ago