AUSTRALIAN INVESTORS

Financial planning

Less than 18 per cent of Navigator investors have made major changes to their investment portfolios over the past 12 months despite turmoil on global markets....

Financial planning

A direct share trading facility has been introduced within the Strategy Portfolio Service, enabling financial advisers using the wrap account to include direct equity inv...

Financial planning

THERE currently exists a level of euphoria surrounding individually managed accounts (IMAs) in the Australian investment marketplace that is highly questionable....

Financial planning

AUSTRALIANS are paying too much for funds under management, and consumers should have the option of paying fees on a performance basis to compensate for underperforming f...

Financial planning

For those Australian investors who have prided themselves on complaining about anything and everything for much of their lives, here’s a spanner for your works....

Financial planning

Australia’s first Separately Managed Accounts (SMA) product for the retail market, the Asgard SMA for shares offering, was officially launched by Sealcorp Holdings yester...

Funds management

SPECIALIST fund-of-hedge-fund manager Investor Select Advisors is looking to team up with an Australian funds management group in an attempt to grab a foothold in Austral...

Financial planning

Australia’s managed fund industry has become hamstrung in its attempts to gain widespread support for ethical investment funds because of a lack of knowledge about the se...

Financial planning

Australian investors have reviewed their bullish optimism over the performance of the Australian share market and are now bracing themselves for the full impact of a down...

Financial planning

Sixty per cent of proactive investors who put their money into managed funds seek out the services of a financial planner, the, the Challenger/ASSIRT Proactive Investors...

Superannuation

The Australian Taxation Office (ATO) has threatened to prosecute the Australian based agent of an offshore group after it discovered the group arranging to give Australia...

Financial planning

The confidence of Australian investors in the Australian economy and their investing environment has improved significantly since the end of last year, according to the l...

Financial planning

It is a phrase that will no doubt end up lost in the cluttered, oversized pile of clichés – that Australian investors are Internet savvy. However, regardless of its clich...

Financial planning

Tower Asset Management will expand its socially responsible investments (SRI) offering after it has struck a deal with international SRI manager Storebrand....

Funds management

Assirt is to include hedge funds on its research radar for the first time....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

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

3 months 3 weeks ago

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

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 6 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

5 days 17 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 2 days ago
moneymanagement logo