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A shift away from Australian equities towards a diversified growth strategy could boost the underlying returns for defined contribution super vehicles....

Funds management • 7 September 2015

The high market capitalisation of Australian banks is creating concerns around passive investments, particularly as other sectors taper off further exposing the financial...

Funds management • 7 September 2015

Index investing in emerging markets is a meaningless exercise with individual markets too varied to create good returns from a passive investment strategy....

Funds management • 7 September 2015

Exchange traded funds manager BetaShares has added Tania Smyth to its distribution team in response to record growth in the Australian ETF market. ...

Funds management • 7 September 2015

Financial advisers need to talk to high net worth clients about leaving a charitable bequest in their will, and they should know what questions to ask....

Financial planning • 7 September 2015

Financial advisers and superannuation funds are best placed to educate retirees about using reverse mortgages to support their retirements....

Financial planning • 7 September 2015

The financial services industry needs to have an integrated approach to product development and communication that does not divide the genders, ING Direct believes....

Financial planning • 7 September 2015

The stockbroking industry should not be targeted in ASIC’s cost recovery program as most complaints are against financial planners. ...

Policy & Regulation • 7 September 2015

The Australian Securities and Investments Commission chairman, Greg Medcraft, wants access to a penalty regime which can be scaled to fit the magnitude of crimes....

Policy & Regulation • 7 September 2015

A NSW-based tax and credit agent has been banned from providing financial services for four years after signing off on false documents created by his ex-wife....

Financial planning • 7 September 2015

With interest rates at historical lows, some investors are looking ahead to the possibility of a rate rise. Head of PIMCO Australia Adrian Stewart explains how managing d...

Knowledge Centre • 8 September 2015

Investors who back Perth’s CBD office market are in line for strong rents over the next 10 years, according to property group, JLL....

Life/Risk • 8 September 2015

Tax agents’ reputations and client relationships are being damaged by the ATO’s push for more digital interactions, the Institute of Public Accountants claims....

Accounting • 8 September 2015

International infrastructure investors have launched a global standard for portfolio-level sustainability assessments....

Funds management • 8 September 2015

NAB Asset Management’s fund manager, Antares Equities, has internally appointed Brendan Donohoe as general manager....

Funds management • 8 September 2015

BTFG announces upgrade to Panorama with inclusion of open architecture access to managed funds....

Funds management • 8 September 2015

A study of US fund managers found less than 10 per cent of fund managers were women. much lower than female accountants or auditors....

Financial planning • 8 September 2015

Peer-to-peer investment startup SelfWealth will roll out a new brokerage solution aiming to 'revolutionise' online broking....

Funds management • 8 September 2015

Metlife has again ventured into the retail space via a partnership with Yellow Brick Road....

Life/Risk • 8 September 2015

Lower income earners should be given a $5,000 boost to their super to make the most of compound interest before retirement, according to ISA....

Superannuation • 8 September 2015
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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’...

2 weeks ago

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

1 month 1 week ago

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

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

6 days 20 hours ago

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

2 weeks 2 days ago

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

3 weeks 2 days ago
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