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Showing 151 - 160 of 5894 results for %22Market Wrap PM%22

Managed accounts here for the long haul

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... Entwistle said technology will also improve the customisation for both financial advisers and clients. "It's an immature market with some companies who have been around for five and ten years and some for two years, but you can see a generational shift ...

Boutique wealth firm names new COO

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... worst-case risk outcome. "Over the longer-term, 14 years say, it's very attractive. You're looking at 75% of the equity market return with only around 30% of the risk. That's based on long-term hybrid index data. Risk-adjusted, it's better than the equity ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... onscreen about Geoff and Jan, clients of a financial advisory firm, about their views on investing given the uncertain market outlook. IML founder and fund manager Anton Tagliaffero talks about the difficulty in finding quality investments in Australian ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
... inaccessible throughout the year, according to Social Impact Hub director Jessica Roth. "The Australian impact investing market is forecast to exceed $32 billion by 2022, but the only way this can be unlocked is for investors to have access to information ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
... inaccessible throughout the year, according to Social Impact Hub director Jessica Roth. "The Australian impact investing market is forecast to exceed $32 billion by 2022, but the only way this can be unlocked is for investors to have access to information ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
The rate of growth managed accounts are experiencing - three times faster than any other segment of the platform market - will fundamentally change the role of financial advisers, latest Rainmaker research shows. Rainmaker Group director of research ...

Active management culture shifts boardroom discussion

DARREN SNYDER  |  THURSDAY, 7 SEP 2017
... clear about investment beliefs and philosophy." As an example, Geremia notes the definitions of "long-term" and a "full market cycle" are different around the world. "The industry is anchored around three to five years when it is actually closer to seven ...

Fidelity hires new director

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
... Sydney-based Mathie will work directly with Fidelity managing director for Australia, Alva Devoy, to expand the firm's wholesale market, as well as work closely with financial advisers, boutique and national dealer groups to maintain a successful track ...

Investment managers turning to hungry retail market

ALEX BURKE  |  MONDAY, 24 JUL 2017
... traditionally the purview of institutional and wholesale investors, are turning to an increasingly sophisticated retail market to diversify their client bases. Consider Cooper Investors, the $11 billion global equities manager which appointed Equity ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... Netwealth, BT Panorama and HUB24. "Netwealth, HUB24 and BT Panorama are among the most technologically advanced platforms in the market, delivering not only efficient admin and online functionality, but also a wide ranging proposition that includes good ...