CASH FLOW

Financial planning

Credit Suisse Private Banking has launched two new investment portfolios specifically developed for individuals applying for a Significant Investor Visa in Australia....

Funds management

Although investors are moving capital from fixed income to equities, it will occur gradually rather than as a pronounced movement, according to Standard Life Investments ...

Funds management

Hyperion can thank the high quality stocks in its Small Growth Companies fund for winning it the Australian equities small cap category in the 2013 Money Management/Lonse...

Superannuation

New data points to increasing numbers of SMSF members moving into retirement phase....

Superannuation

The self-managed superannuation fund sector has entered a net drawdown phase, with benefit payments to exceed contributions by $20 billion by December 2015, according to ...

Superannuation

A new financial product known as Endowment Bonds has been proposed as an annuity alternative by the Endowment Bond Exchange. ...

Superannuation

Small business owners who aren't earning enough taxable income to contribute to super should consider other alternatives and avoid the additional legislative risk of supe...

Financial planning

Almost two-thirds of small businesses are optimistic about their sales growth over the next 12 months, according to the latest Bibby Barometer survey. ...

Funds management

Fidelity concerned that many investors fail to analyse what drives higher yields within companies....

Policy & Regulation

The IPA has said if Federal Government does nothing to alleviate small business costs, the likely outcome is job cuts....

Financial planning

If retirees are your primary target market, you might be missing out on a fast-growing client base – Generations X and Y – writes Geoff Kellett....

Editorial

Some of the key assumptions about share market investing are deeply flawed and merit robust re-examination, writes Schroders’ Martin Conlon....

Financial planning

ASIC Commissioner Peter Kell said dealer group AAA Financial Intelligence had an “appalling record” when it comes to ensuring the advice provided was fair and honest....

Financial planning

BlackRock analysis points to a need for investors to review fixed interest allocations in a low-rate environment....

Life/Risk

Risk commissions paid to advisers have been under attack for some time. If they were to be completely eliminated, however, what would be a viable alternative? Col Fullaga...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 18 hours ago