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There are three areas of ‘megatrends’, according to Insync Funds Management, where the firm is finding opportunities for the long-term....

Funds management • 21 May 2021

While oil prices are up 30%, the returns for Australian oil producers have been muted since the start of the year as the impact of the COVID-19 pandemic has reduced deman...

Funds management • 21 May 2021

The deviation between value and growth is at a similar size to the height of the dotcom boom, according to Vanguard, and value could outperform by seven percentage points...

Funds management • 21 May 2021

As investors seek defensive places to store cash, there is still a disparity in returns for cash funds, according to data....

Funds management • 21 May 2021

Backing small-cap companies has helped the DNR Capital Australian Emerging Companies fund achieve positive returns but the manager remains cautious of extreme valuations ...

Funds management • 21 May 2021

The crash of the price of Bitcoin over the last month is a reality check for investors, according to an expert from Monash University. ...

Funds management • 21 May 2021

After 10 years at the firm Bryce Doherty will leave UBS at the end of June to pursue new challenges within the industry. ...

People & Products • 21 May 2021

This has been another week dominated by large licensees leading the rankings in terms of declining adviser roles, with MLC Group having reported a loss of 17 ahead of AMP...

Financial planning • 21 May 2021

An executive with major consultancy Deloitte has revealed that at least two of the major banks have been scoping out opportunities to return to the financial planning are...

Financial planning • 21 May 2021

Former director of Global Merces Funds Management, Holly Grofski, has been charged with three counts of dishonest conduct, one count of providing false information and on...

Financial planning • 21 May 2021

A simple reallocation can enhance the return profile of defensive portfolios while maintaining a high level of safety and protection. We explore how this can be achieved....

Knowledge Centre • 21 May 2021

Rachel Halpern will be responsible for the firm’s sustainability team in the newly-created role. ...

People & Products • 24 May 2021

Managing editor, Mike Taylor, will depart the company after 18 years of service on 27 May, 2021....

People & Products • 24 May 2021

The exposure draft legislation includes allowing superannuation fund trustees to use their preferred method of calculating exempt current pension income when a fund is in...

Superannuation • 24 May 2021

Financial advisers may still be chafing under the burden of annual fee renewals, but the Minister believes the industry has “generally reacted positively”....

Financial planning • 24 May 2021

The Association of Financial Advisers has urged changes to the Financial Adviser Standards and Ethics Authority code of ethics, arguing that if doctors were subjected to ...

Financial planning • 24 May 2021

Commercial real estate debt can offer an alternative investment source for investors seeking regular income and diversification, writes Yin-Peng Chiew....

Tools & guides • 24 May 2021

Robert Bayntun Starky has failed to pay an Australian Financial Complaints Authority (AFCA) determination and failed to lodge 2020 audited financial accounts....

Financial planning • 24 May 2021

Both were cancelled for failure to lodge its 2020 audited financial accounts and annual compliance certificate in time....

Policy & Regulation • 24 May 2021

The education provider is offering scholarships worth $100 to be used towards tuition fees for each financial planning subject for the remainder of the year....

Financial planning • 24 May 2021
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MARKET INSIGHTS

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

1 week 6 days ago

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

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 4 days ago