ADVICE INVESTMENT

People & Products

Former Turnbull adviser, Tim Short is part of a new partnership offering Australian institutional investors clean energy infrastructure exposure....

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Features

Tim Samway explains why Facebook’s ability to play an increasing role in our lives makes it a business able to sustainably grow its earnings over the long-term....

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Features

The financial advice industry needs to justify its use and/or retention of the various investment constituents that make up their portfolios to remain relevant, Clayton C...

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Features

Enterprising investors should distance themselves from the crowd by investing heavily in valuable companies for long-term returns, Lawrence Lam writes....

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Features

While advisers need to strategise around the myriad of superannuation changes tabled in the 2016 Federal Budget, they should not implement changes just for the sake of it...

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Financial planning

Australians were failing to reach their financial goals due to self-doubt, while there was a link between a lack of financial confidence and financial plan to save and in...

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Funds management

SSGA’s SPDR said for 2017, investors should seek income opportunities, invest in real assets and use gold and smart beta to mitigate volatility headwinds. ...

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Features

Hugh Young looks at how regulatory and technological change will shape demands for more productive investments....

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Funds management

Henderson Global Investors has celebrated its first anniversary since acquiring Perennial Fixed Interest and Perennial Growth Management in Australia....

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Tools & guides

For some older couples, one spouse is 'in charge of' the money and the other is disengaged and not interested in understanding the couple's financial situation. Jacqui Ir...

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Financial planning

National Australia Bank’s Andrew Hagger has outlined a digital future with ongoing commitment to face-to-face advice....

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Never miss the latest news and developments in wealth management industry

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...

6 days 19 hours 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...

6 days 20 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 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 1 week 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 1 week ago