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COVID-19

Funds management

Tools such as text mining of shareholder reports are used to determine if a firm is making unsubstantiated claims about its ethical and environmental practices. ...

Funds management

Australian investors have “cooled their appetite” for equity funds after six months of record buying, according to the quarterly Calastone Fund Flow Index....

Financial planning

Due to the Sydney lockdown, the Financial Adviser Standards and Ethics Authority is currently assessing its options for exam takers....

Funds management

E-commerce, cybersecurity, online education, and digital payments are well-positioned for substantial growth in the long-term, according to Franklin Templeton....

Financial planning

COVID-19 has driven the awareness of the importance of professional advice by 54% in the past 12 months, according to ClearView....

Features

The COVID-19 pandemic tested traditional asset allocations and portfolio builds, writes Chris Dastoor, so what lessons have been learnt a year on?...

Features

The outlook for emerging markets over the next 12 months is challenging and patience is important for advisers looking to invest in the asset class, Jassmyn Goh writes....

Policy & Regulation

New research from the Actuaries Institute has revealed how JobKeeper and other Government measures have temporarily reduced the generational wealth gap....

Funds management

Drugs are unlikely to be developed as fast as the COVID-19 vaccine, according to American Century fund manager Michael Li, with testing likely to revert back to strict pr...

Life/Risk

Despite rumours suggesting otherwise, the Financial Services Council says receiving the COVID-19 vaccine will not invalidate life insurance policies....

Funds management

Investors should remain cautious about extrapolating short-term cyclical boosts into a presumption of a higher secular trend rate of growth or inflation, according to Wes...

Features

Despite the move to remote working, the impact of the pandemic on the property market was not as bad as people had expected, writes Oksana Patron....

Expert Analysis

Government debt accumulated during the COVID-19 pandemic will set a precedent for the next economic cycle, Kerry Craig, writes....

Financial planning

As COVID-19 social security measures have ended, the most asked about topics from financial advisers during the first quarter of the year were on longer-term retirement p...

Policy & Regulation

With extensive remote working due to the COVID-19 pandemic, company IT systems are at high risk of vulnerability for directors and officers, according to a survey....

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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’...

5 days 21 hours ago

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

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

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

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