News : Investments

ETFs, Investments, Portfolio Construction

SMSF asset allocations riskier now

Recent events have illustrated the risk SMSF investors face in continuing with concentrated asset allocations to equities and cash, an investment manager has warned.

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ETFs, Investments

Innovation key to active management success

Active managers will need to deliver innovation in the future to remain competitive against the rising passive ETF industry, according to BetaShares.

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Investments, Platforms

Capital-protected fund pitched at retirees

A Brisbane-based boutique manager has opened a new capital-protected equities fund pitched at the pre and post-retirement sector.

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Compliance, Investments, Regulation

Sharper record-keeping focus tipped

Advisers and accountants can expect increased scrutiny of the record-keeping for the advice they provide to SMSF clients over the next three years, a compliance expert has warned.

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Investments, Platforms

Macquarie joins OpenInvest platform

Macquarie Investment Management (MIM) has been added to the OpenInvest platform, joining six other investment managers on the fledgling service.

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Appointments, Investments

OpenInvest grows its team

OpenInvest has expanded its team, appointing a business development manager and marketing manager.

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Investments

The best of times, the worst of times

The potential for increased future volatility requires a wider look at investing without the daily distraction of the stock market.

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Investments

Bond firm penalised for misleading statements

Concerns about statements related to investment performance have prompted ASIC to fine a bond trading company.

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Investments, Regulation

Royal commission has not affected sector view

The royal commission’s findings have not swayed the investment views of an international manager regarding Australia’s bank and finance sector.

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Investments

SMSF managed fund use favours global stocks

Class’ SMSF Benchmark Report shows SMSFs using managed funds lean towards investing in global equities via these vehicles.

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