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Financial planning

The market for financial advice in Europe is highly fragmented according to a report by independent market analyst Datamonitor, with the UK leading the way in the indepen...

Financial planning

Worldwide equity fund assets declined by 8.1 per cent to US$4.82 trillion in the June quarter of 2002, a result the Worldwide Mutual Fund Assets and Flows Survey says ref...

Financial planning

Perth-based financial planner Philip Carman claims he has developed a portfolio management system which by-passes the forces of fear and greed that operate in extreme mar...

Editorial

We are all aware that reduced levels of investment returns will accelerate the rate at which clients are demanding lower overall fees for their managed investments....

Financial planning

A new study has found 89.2 per cent of financial advisers are either dissatisfied or extremely dissatisfied with the level of success they have achieved to date....

Financial planning

Financial planners are beginning to feel the pinch of unmet client expectations, as the downturn on the world’s share markets shows no signs of abating....

Financial planning

The Frank Russell group has dropped Perpetual Investment Management as a manager within the Russell Australian Shares Fund, with Perennial Value Management set to join th...

Financial planning

Colonial First State’s (CFS) flagship master trust, FirstChoice, has reached the $2 billion mark in funds under administration less than nine months after its launch....

Financial planning

Investment sentiment among both financial advisers and investors is at rock bottom, according to surveys conducted by Adviser Ratings and the Australian Investors Associa...

Funds management

The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....

Editorial

Short-term market forecasts are about as useful as horoscopes, says DOMINIC McCORMICK....

Financial planning

The mystery surrounding last year’s announcement of new owners buying into van Eyk Research has turned out to be less intriguing than first reported with the group still ...

Financial planning

The total value of Australia’s superannuation assets has declined for the second consecutive quarter, as the ongoing uncertainty in the world’s investment markets continu...

Funds management

The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....

Funds management

The Australian Prudential Regulation Authority (APRA) will be conducting further research into the poor performance of retail superannuation funds after a survey released...

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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 month 2 weeks ago

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

2 months 2 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...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 5 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

4 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week ago
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