ASSET ALLOCATION

Financial planning

After a tumultuous start, Dominic McCormick previews the remainder of a year which is likely to be one of the most challenging for the local investment and financial serv...

Financial planning

Challenge issued at FPA Conference....

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Funds management

Lonsec rates sector....

Superannuation

DAVID JONES-PRICHARD explores the attractiveness of SMSFs and how structured products can play a useful role in managing investment strategy risk....

Financial planning

As portfolio construction and investment markets continue to evolve, new opportunities are emerging that greatly enhance risk diversification and the attractiveness of mu...

Editorial

If there has been one constant in driving superannuation fund returns over the past two years it has been exposure to Australian equity....

Funds management

Investors should reassess their commercial property holdings as stable and tax efficient investment vehicles on the back of falling yields, according to a new report from...

Financial planning

Zenith Investment Partners has added two new products to its diversified funds recommended list despite its annual review revealing investors continue to show little inte...

Financial planning

Plum Financial Services has created a new asset allocation tool designed to help members understand their superannuation investment choices....

Superannuation

Abstract Long...

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Financial planning

Standard & Poor’s (S&P) has completed the sale of its mutual fund data business to Morningstar and will now license the data back for use in its research and ratings serv...

Financial planning

An asset allocation specialist at a leading funds management organisation has warned financial planners against recommending strategies that attempt to “mastermind” the c...

Financial planning

The Challenger Financial Services Group’s funds under management, administration and advice surged to $46.4 billion in 2006, according to a recent quarterly announcement....

Financial planning

Mercer Investment Consulting has expanded its relationship with Macquarie Wealth Management, with the research group now providing two levels of service, one of which is ...

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Financial planning

Credit Suisse Asset Management has revealed an optimistic outlook for global economic prospects for 2007....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 17 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago