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Following its takeover of online broking group Sanford Securities, financial planning software provider IWL has forecast an earnings figure for the 2002/03 financial year...

What if much of what you knew about investing was wrong? Dominic McCormick reports....

Despite growing assets under management by some $1 billion over the past year, Citigroup Asset Management (CAM), the Australian asset management business of the US-based ...

Investors Mutual has taken out the Australian equities category of Money Management/Assirt Fund Manager of the Year Award for the second year running....

National Australia Bank (NAB) has reported a $205 million write-down of its $6.5 billion wealth management business due to the continued lacklustre performance of global...

If the world enters a deflationary period, how much would we need to change our thinking about investment? Rob Keavney investigates....

Are you going all the way with your clients, or stopping at second base?...

Craig Phillips reports on who has benefited from the shift in funds from managed funds into master trusts and wraps....

Average returns are only for average people and as Jacinda Green argues, there are better ways for planners to examine the risk/return relationship in a client’s portfoli...

Funds management group Challenger International has a drop in its net profit posting only $35.8 million for the half year to December 2002, down from $109 million in the ...

Investors have long held a bias to investing at home and, as Lochiel Crafter writes, this is understandable but does not justify current portfolio weightings....

Psychology is often the biggest obstacle to consistently successful investing, says Gordon Thoms....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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