EXPERT ANALYSIS

Margo Lydon says financial advisers should consider clients’ mental and emotional wellbeing if they want to build high-trust relationships....

Delays, both unreasonable and not, are entrenched deeply in the insurance claims process. Col Fullagar outlines why these delays occur and the deep damage they can cause ...

As a year dominated by the Royal Commission draws to a close, Jenny Johanson looks at what the industry needs to do to rebuild trust, improve governance, and bounce back ...

Pablo Berrutti writes that as regulators and companies show increasing focus on climate change, investors cannot afford either financially or ethically to look away from ...

Chris Bedingfield looks at why savvy property investors need to look at more than the building to maximise returns....

From keeping track of a fund’s fees to reviewing its daily holdings to shedding light on its investment strategy, the transparency of ETFs offers many benefits to investo...

Investors are increasingly looking to both USD and AUD-denominated floating rate bonds as they seek portfolio protection and consistent returns in a landscape where inter...

Bryan Ashenden writes that a range of individuals may be eligible for the downsizer strategy, which recently came into effect, and there are multiple ways that advisers c...

Simon Steele writes that hunting out stocks that grow their cashflows even during tough times for markets can see investors not only preserve value but also grow their re...

A decade on from the fall of Lehman Brothers, Jeffrey Kleintop looks at what market shocks and vulnerabilities have the potential to spark another financial crisis should...

Simson Sanaphay offers a framework for determining when the USD will be strong and weak, looking at the current market and political landscape to establish where the doll...

Elizabeth Moran writes that the development of the high-yield bond market in Australia provides investors with an opportunity to help fund local companies while earning h...

 

MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

2 days 23 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

2 days 23 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

3 days 18 hours ago

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

10 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. ...

10 months ago

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

10 months 2 weeks ago