Opinion – Fundamental view means no need for ESG

15-Sep-2017

Environmental, social and governance (ESG) factors cover a wide range of issues which are becoming increasingly important to investors concerned with the behavior of companies and sustainability generally. They inclu.. Read More

Investors too reliant on term deposits

15-Sep-2017

Despite record low interest rates, Australian households have stashed more than $850 billion in bank-held deposits, turning to the low-yielding products out of familiarity, according to the Australian Corporate Bond .. Read More

Zenith, Netwealth in portfolio partnership

14-Sep-2017

Research house Zenith Investment Partners will manage a series of blended portfolios for Netwealth in the platform provider’s Super Accelerator and Wealth Accelerator investment options. The new partnershi.. Read More

Future wealth industry a digital hybrid

13-Sep-2017

New research from National Australia Bank (NAB) digital hub NAB Labs has sought to “reimagine the wealth management industry of the future”, envisaging a heavily digital orientation to wealth management t.. Read More

Investors demanding values-based portfolios

13-Sep-2017

Australian investors were increasingly demanding values-based exclusions in their portfolios and were taking a more nuanced approach in assessing which ethical fund manager was best for them, according to a panel of .. Read More

Shaw and Partners extends managed accounts

13-Sep-2017

Wealth management firm Shaw and Partners has extended its managed account offering for advisers, launching eight new portfolio strategies under what the company called a “complete portfolio management framework.. Read More

AMP partners with United Capital

13-Sep-2017

AMP has partnered with United States advice business United Capital to share intellectual property and expertise as the financial services giant prepares to launch its new wealth management operating system later thi.. Read More

ASIC clears DomaCom equity release scheme

13-Sep-2017

Fractional property investment firm DomaCom is one step closer to delivering its senior equity release (SER) product after a decision by ASIC to approve conditional relief allowing the product to be delivered to mark.. Read More

Look beyond the headlines in EM

12-Sep-2017

Investors “should be prepared to look beyond the headlines” of geopolitical issues in emerging markets and recognise the opportunities offered by the region, according to JP Morgan Asset Management. .. Read More