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 Platform inflows are returning to normal as the impact of government's early release of superannuation starts to wear off, according to Credit Suisse. | KARREN VERGARA First Sentier Investors has launched a new US-listed infrastructure fund that is managed locally. | | | ELIZABETH MCARTHUR BlackRock's end-to-end operating system Aladdin is continuing along its trajectory of world domination, but COVID-19 has provided a blip in revenue growth. | KANIKA SOOD Investors pulled $1.6 billion net from Pendal Group's strategies in the December quarter, but total funds under management grew 5.4% to hit $97.4 billion as performance picked up. |
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