COVID-19
Superannuation
Anglican Super is accusing AMP Limited of being unreasonable because it has sought to suspend the fund’s successor fund transfer to Mercer citing COVID-19 market volatili...
Financial planning
Mass testing and global Government guaranteed support would help recover economic turmoil caused by the pandemic within six months, according to deVere Group....
Superannuation
Superannuation funds have received a letter from the two financial services regulators telling them to give top priority to having sufficient liquidity to make early rele...
Funds management
Technology funds have experienced inflows every week in 2020 despite markets crashing due to the COVID-19 pandemic, according to data....
Funds management
There were four Australian equity funds that began experiencing losses before COVID-19 hit the market....
Financial planning
Dozens of class actions lawsuits are being filed in the United States as thousands lose their jobs over COVID-19....
Financial planning
The message from advisers to clients is ‘don’t crystallise your losses’, while the message from a Money Management survey of advisers to the Australian Securities and Inv...
Superannuation
Superannuation funds which have focused on members in single industries and single groups only have themselves to blame if they have found themselves in trouble amid job ...
Financial planning
Allan Gray surveyed 70 advisers with 77% saying COVID-19 will increase demand for financial advice....
Financial planning
Given the unprecedented circumstances, financial advisers need to focus on explaining the situation to their clients in the calm manner and help them look beyond the shor...
Funds management
Changes have been temporarily made to the foreign investment review framework in light of COVID-19, to protect Australia’s economic interests....
Financial planning
Advised Australians are seeing their financial advisers as a life coach in tough times, according to MLC Wealth....
Funds management
The current state of market offers great opportunities for contrarian investors with a focus on fundamentals, Allan Gray’s chief investment officer said....
Funds management
High yield credit is looking attractively priced, according to Russell Investments, as a result of the COVID-19 shock and the oil price collapse has caused spreads to wid...
Superannuation
UniSuper has seen members switch $2 billion from growth to defensive assets but says it has been able to accommodate the changes without resorting to selling down shares....
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MARKET INSIGHTS
Podcast
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...