High-grade bonds improve diversification

22-Nov-2017

The inclusion of high-grade bonds in an investment portfolio could achieve better diversification and provide a truly defensive component for financial advisory clients, according to a global fund manager. Speak.. Read More

Ex-Media Super manager joins Legg Mason

14-Nov-2017

A former investment manager from media industry superannuation fund Media Super has joined Legg Mason as the fund manager's new institutional sales director. Justin Nunan, who managed about $5 billion of assets.. Read More

Equity offer sees collaboration at Findex

14-Nov-2017

Following the rollout of its family office model last year, privately owned advice and accounting group Findex has moved to encourage further collaboration between different business lines with the introduction of an.. Read More

Property rises in investor portfolios

13-Nov-2017

Property has grown to be an even bigger proportion of Australians’ total net wealth over the past four years, according to new Roy Morgan research. The firm’s report ‘Superannuation and Wealth .. Read More

Managed accounts ideal for goals-based shift

10-Nov-2017

Managed accounts were an ideal vehicle for advice practices considering a shift towards a more goals-based approach as they allowed advisers to outsource the technical and administrative aspects of a client’s p.. Read More

Revenue increase boosts BTIM

09-Nov-2017

Increasing revenue from both wholesale and institutional markets offset declining performance fees for BT Investment Management (BTIM) over the 12 months to September 2017, allowing the fund manager to achieve a reco.. Read More

Declining pound offers investment value

08-Nov-2017

The decline of the British pound since last year’s Brexit vote has meant United Kingdom stocks are offering unprecedented value, prompting one veteran fund manager to reallocate part of his global equity fund&r.. Read More

Hub24 to expand global investing

06-Nov-2017

Hub24 will expand its range of international investment options available on platform as it gears up for another year of strong growth off the back of continuing adviser demand for independent platform services. .. Read More

Fintech revenue up 200 per cent

06-Nov-2017

Australia’s fintech industry experienced a 200 per cent jump in annual median revenue in the year to June, the 2017 EY FinTech Australia Census has found. The census, released last week at the Collab/Colli.. Read More

NAB shows growth, flags staff cuts

03-Nov-2017

The National Australia Bank’s (NAB) full year results revealed an increase in the bank’s cash earnings, representing another year of consistent delivery on objectives, according to chief executive Andrew .. Read More

Dover, SuiteBox in digital partnership

02-Nov-2017

Privately owned dealer group Dover Financial Advisers has partnered with video workspace software firm SuiteBox to deliver digital services, including video meeting and digital signing technology, to its advisers. .. Read More

Aged Care gurus