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Policy & Regulation
A desire among financial advisers to be seen by their clients as having ultimate control over their portfolios is accelerating a drive towards core and satellite strategy...
Editorial
There is considerable asset allocation bias with SMSF trustees. This is likely to lead to disappointing performance at best, and widespread disasters at worst, according ...
Financial planning
AMP Capital has announced that it has ended its joint venture AMP Brookfield following a strategic review....
Superannuation
The decision to follow the Cooper Review's recommendation to pursue a Total Annual Expense Ratio (TAER) regime may prove counter-productive in terms of better informing s...
Funds management
Environmental, social and governance based managed funds are holding their own despite the current volatile market conditions, and may emerge at an advantage as a result ...
Financial planning
The Australian Unity Altius Bond Fund has received a 'recommended' rating from ratings house Zenith Investment Partners....
Financial planning
Aviva Investors Australia has announced that it will be rebranded Antares following its acquisition by MLC in October last year....
Financial planning
The latest Financial Services Council chief investment officer index reveals Europe still acting as a serious drag on sentiment....
Financial planning
Mason Stevens has merged with 2020 Funds Management and 2020 DIRECTINVEST with a view to improving its scale, distribution and variety of product offerings....
Financial planning
Research house Standard & Poor's Fund Services (S&P) will not change the four-star rating on the Macquarie International Infrastructure Securities Fund, following the ann...
Financial planning
Australian Unity will seek to use current disenchantment with the major banks to push its Big Sky Building Society....
Financial planning
Australian Unity will seek to use current disenchantment with the major banks to push its Big Sky Building Society....
Editorial
Dominic McCormick explains why passive funds are not a low risk portfolio approach....
People & Products
Australian Ethical has appointed David Macri as chief investment officer following James Jordan's decision to step down after nearly two years in the role....
Editorial
All the signs are showing that the share market is reaching its low point, argues Dominic McCormick....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...