POWERED BY MOMENTUM MEDIA
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...
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...