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Articles Published
The future of managed portfolios
Key points Keeping up to date with the latest developments in technology is a fulltime job in itself; it is important advisers understand the ...
The modern face of advice
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 ...
Managed portfolios: a sound investment in your clients and your business
It is no secret that financial advisers are under increasing pressure to grow their businesses which means focusing on revenue growth and profitability ...
Latest News
DomaCom raises more capital
HARRISON WORLEY
Fractional property investment firm DomaCom recently raised about $3 million in capital.
UniSuper awards small caps mandate
KANIKA SOOD
UniSuper has awarded a boutique manager a $250 million mandate to manage small cap equities.
Challenger kicks off active ETFs
KANIKA SOOD
Challenger's multi-boutique business Fidante Partners has listed its first active ETF as it dips its toes in the exchange-traded fund market.
Insurer awards $80m mandate
KANIKA SOOD
An Australian insurer has awarded a Natixis affiliate a mandate to manage $80 million in an absolute return strategy.
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