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Financial planning

Scottish fund manager Martin Currie plans to launch an Australian version of its Global Alpha Fund later this year....

Financial planning

Recent share market volatility has illustrated the value of including non-market correlated assets in an investment portfolio, according to an industry fund manager....

Financial planning

Big Western Australian public sector superannuation fund GESB has introduced a financial planning service for its members, to be headed by former Mercer Human Resources C...

Financial planning

Merrill Lynch Equities has launched a new margin lending product aimed at attracting a new generation of investors to the share market by giving them the opportunity to o...

Financial planning

Perennial Investment Partners has launched the Perennial Investors Index, which gives retail investors a benchmark to compare returns over monthly and longer periods....

Financial planning

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Financial planning

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Financial planning

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Editorial

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Financial planning

Funds held in superannuation broke through the $1 trillion mark in December, according to the latest figures released by the Australian Prudential Regulation Authority....

Funds management

The Russell Investment Manager Outlook survey has found 49 per cent of Australian fund managers believe the share market is fairly valued, a fall from 60 per cent in the ...

Financial planning

A survey regarding unit pricing practices performed by a leading chartered accounting firm has revealed a large number of fund managers are lagging behind on the complian...

Editorial

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Financial planning

Financial services and stockbroking group Tolhurst has announced it is moving to acquire independent investment bank and advisory group InterFinancial Holdings....

Funds management

The increased demand for global direct property is expected to strengthen further, according to an adviser study commissioned by Macquarie Direct Property, which found 93...

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MARKET INSIGHTS

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

1 week 2 days ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 day 19 hours ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago