Financial advisers currently face a challenging environment, with interest rates at historic lows, significant market volatility and increasing regulatory pressure to satisfy clients best interests. ... This paper brings together the perspectives gathered by HBU24 of financial advisers, investment managers and research houses who have provided their thoughts on the state of the market, how they are ... About Forte Before we begin, it is important to note that managed portfolios may not suit all clients, so an adviser's first consideration will always be "is this in my client's best interest?". About ... Key points Keeping up to date with the latest developments in technology is a fulltime job in itself; it is important advisers understand the underlying technology when selecting a managed portfolio ... In a world where technology is reshaping the way we live, it was always a question of when, not if, digital innovation would change the way consumers manage their money and their wealth. From the advent ... In ... It is no secret that financial advisers are under increasing pressure to grow their businesses which means focusing on revenue growth and profitability as well as delivering quality financial product ... It ... |
| | KANIKA SOOD | 12:45PM Challenger's multi-boutique business will distribute the $54 billion Impax Asset Management's sustainability strategies in Australia and New Zealand. | KANIKA SOOD | 12:42PM Nearly 20 years after ETFs started trading in Australia, their total assets crossed $102 billion at the end of March. | | | JAMIE WILLIAMSON Warakirri Asset Management has launched a new fund, seeded by a European pension fund, providing domestic and offshore institutional investors with exposure to Australian agricultural property. | ANNABELLE DICKSON The investment administration firm has received a superior offer to Vistra's proposed $170 million acquisition and has notified the firm to either match or offer more favourable terms. |
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