ASSETS

Funds management

Over the past 12 months gold has seen gains during a period of sluggish economic growth and will continue to grow, according to Datt Capital....

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Financial planning

Utilising platform, planner and industry funds distribution channels, Challenger Limited has recorded a 21 per cent increase in full-year profit on the back of record ann...

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Financial planning

There is an increasing temptation for advisers to move into assets that are not widely understood as they look for yield, Mason Stevens believes....

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Tools & guides

Minh Ly takes a look at the impact of some recently legislated changes to the Age Pension and Aged Care rules and how they can form part of client conversations....

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Tools & guides

It’s a fresh new year, new challenges, new opportunities, and there’s one year to prepare clients for the changes to the Assets Test that will be applied from 1 January 2...

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Financial planning

Aged care clients value guidance over product recommendations as they head into cash-flow negative territory for the first time in their lives. ...

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Funds management

Global investor demand for real assets will to continue to rise next year, according to AMP Capital....

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Financial planning

Seniors downsizing will not improve their quality of life and sale proceeds of their home will not manifest into something contributory, Money Quest believes....

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Financial planning

Talk of the demise of asset consultants is greatly exaggerated, a leading investment consultant believes....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

4 days 8 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 4 days ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 4 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago