COVID-19

Superannuation

The rollout of the COVID-19 vaccine in Australia has allowed superannuation funds to continue to enjoy the continued market recovery, according to SuperRatings....

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Funds management

Equity investors will face another good year but they should pay close attention to valuation as the prospect of rising inflation remains a threat....

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Expert Analysis

Markets can be split into four distinct phases, writes Elfreda Jonker, and understanding how each one performs can be key to picking the right equities....

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Financial planning

Changes to the financial advice industry could happen at a faster rate here than in the UK, despite the synergies between the two markets. ...

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Funds management

Australian value stocks have seen an upturn in performance since the COVID-19 vaccine announcement and this will likely lead to value outperforming over growth equities, ...

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Features

Oksana Patron checks how COVID-19 has changed Australians’ thinking about superannuation and their own retirement and what lies ahead for product and solutions providers....

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Expert Analysis

Douglas Ayton identifies the bright spots of the emerging markets universe as the region recovers from the COVID-19 pandemic....

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Superannuation

The financial services sector ‘banded together’ during the pandemic as Government measures such as early access to super meant staff were in high demand....

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Policy & Regulation

Major financial services groups are urging the Government to provide incentives for people to top-up their superannuation but there are concerns that a lack of detailed r...

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Financial planning

Mortgage stress will become a danger as one in five mortgage holders are on loan holidays which are set to end soon, according to Roy Morgan....

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Features

Financial advisers have found the greatest benefit of the pandemic has been clients realising the value of their advice, writes Laura Dew, even if it meant them receiving...

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Features

Money Management is continuing its wealth management series, in which we are speaking to financial planning groups to hear their views on the industry. This month, Money ...

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Expert Analysis

Marco Colantonio explains how trends such as data and logistics are proving positive for the performance of global REITS. ...

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Funds management

The demand for the Listed Investment Company and Listed Investment Trust sector holds steady despite a decline of 0.6% in the sector’s market capitalisation over the last...

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Funds management

While the sector was hard hit by the COVID-19 pandemic, governments this year are accelerating infrastructure projects to support local economies....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago