MLC targets ultra-wealthy with consultancy team


MLC expects its ultra-high-net-worth (UHNW) consultancy service to double the number of clients its advisory network provides tailored financial advice to in the coming 12 months. The National Australia Ba.. Read More

Active strategies set for a resurgence


Active managers with genuine market knowledge and expertise are on the cusp of a cyclical recovery that will put them back in the spotlight, according to Ariel Investments. Speaking at a media briefing in Sydney.. Read More

Wealth surge boosts Centrepoint profit


Independent financial services group Centrepoint has announced a strong rise in profits, driven by solid results in its wealth businesses. The group revealed a profit of $4.6 million for the half year to Decembe.. Read More

Government bonds deliver critical balance


Investors should use bonds to diversify their portfolios for protection in times of uncertainty, and avoid the trap of critics who suggest they are unattractive because they produce small returns, according to Jamies.. Read More

Profit up as Perpetual nurtures four funds


Perpetual Limited has four new funds in the pipeline and more incubations are set to follow in 2017 as it posted strong results for the half year. In the six months to 31 December 2016, the fund manager recorded.. Read More

Gold gives assurance in volatile times


Investors around the world were using gold as a form of “portfolio insurance” to shore up their holdings in the face of volatile markets and the uncertainty stemming from geopolitical developments, accord.. Read More

Fee changes will lead to better advice


The transition towards fee-based remuneration structures in all parts of the advice industry would result in better outcomes as quality advisers were increasingly recognised and rewarded, according to investment mana.. Read More

Fiducian surges amid recruitment focus


Listed financial services firm Fiducian Group has reported significant growth in the first half of the 2017 financial year as it looks to expand its distribution base through increasing adviser recruitment. The.. Read More

Short investor to shake up stock research


A global research and investment firm specialising in exposing corporate misconduct is to set up in Australia after identifying a number of ASX listed companies that are making misleading statements on earnings poten.. Read More

Investors warned to assess risk ratios


Wealth manager Crestone Investors is advising investors to focus on their portfolio exposures and to manage risk through diversification to overcome potential uncertainties in the market in 2017. Its ‘Risk.. Read More

Opinion – Retail appeal to marketplace loans


Consumer credit is emerging as a possible asset class for retail investors, potentially providing the elusive combination of both higher returns and lower volatility. Large financial institutions have been inve.. Read More