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....

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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 ...

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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...

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Superannuation

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

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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 ...

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Superannuation

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

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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...

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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. ...

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Funds management

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

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Policy & Regulation

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

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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....

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Editorial

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

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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....

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Financial planning

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

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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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Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

18 hours 44 minutes ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

20 hours 28 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 20 hours 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 3 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 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago