ASSET CLASS

Funds management

Claims of a need for liquidity in portfolios hide planner ignorance on alternative investments and tendency to churn. ...

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Financial planning

As investors move funds out of cash, retirees need a broader approach to generating income. ...

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Editorial

Janine Mace looks at a better-than-expected performance of emerging markets, though challenges still remain....

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Editorial

Investors are not always comfortable with the decisions made by fund managers, especially during volatile periods. Some managers cave in to their demands, while others do...

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Editorial

Dr Stephen Nash explains what happens when equities perform outside the average....

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Superannuation

Allocations to Australian equities by SMSF trustees did not keep pace with the strong performance of the share market in the September quarter, according to the latest Mu...

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Editorial

Select Asset Management’s Dominic McCormick says it’s time investors reduced their reliance on simplistic risk categories in asset allocation....

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Funds management

Global listed property has outperformed both Australian listed property and international shares over the five years to 31 August, as investors seek high yield and a stea...

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Editorial

While equities no longer have the appeal they had prior to the financial crisis, sophisticated fixed interest strategies are springing up in their wake....

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Editorial

Increasing a client’s exposure to risk may start with a fixed income allocation, but the asset class is now fraught with complexity. Janine Mace explains....

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Funds management

A love affair with so-called 'safe haven' products such as cash will hurt investor returns without proper diversification, according to AUI....

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Funds management

Financial planners lack an understanding of fixed income, which has been over-complicated by fixed income asset managers, according Philip Gardner, head of asset manageme...

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Editorial

During the GFC, direct property had a number of issues related to manager capability, asset quality, illiquidity and gearing. However, the sector has been working hard to...

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Editorial

Given the slowest share market recovery in years, many investors will wait it out before diving back in. But taking the same approach with asset allocation in superannuat...

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Financial planning

ETF Securities has expanded the range of exchange-traded commodities it has on offer in Australia....

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MARKET INSIGHTS

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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...

1 week 1 day 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...

1 week 1 day 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 2 days 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 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. ...

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 2 weeks ago