DATA

Expert Analysis

If the licensee structure is to be removed – or even if it’s here to stay – the imperative for businesses is to evolve or cease to exist, writes Shaun Green. ...

Expert Analysis

Stasis is the enemy of financial advice in Australia today. Some firms avoid changing the way they do business because they are accustomed to doing things a certain way, ...

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Funds management

Almost 90% of the funds available to Australian investors have failed to make positive returns over the past six months, research by Money Management shows....

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Financial planning

The growing importance of data analytics at advice businesses will mean practices need to set ground rules and be prepared to address what they discover in the future....

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Funds management

As data increasingly factors into the profits that can be made by fund managers, smaller players will need to make the difficult decision of staking out a niche data stra...

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Features

COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...

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Funds management

Measures such as website traffic and shipping documentation can be useful tools in assessing a company’s performance, in addition to financial checks, according to Datt C...

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Expert Analysis

We all need to keep our vigilance high during these extraordinary times, but perhaps nowhere is our attention more warranted than over money and data, writes Dean Martin....

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Funds management

Funds with large Westpac exposures managed to avoid taking a hit to their performance despite a hard year for the bank and a low-growth environment over the past year....

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Expert Analysis

Customer data has a chequered history of misuse, inaccuracies and poor oversight, but in a post-Hayne world, managing and protecting customer data is more important than ...

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Funds management

The impending Royal Commission changes are impacting not just financial firms but individual funds as WaveStone Capital said its holding in Link Administration detracted ...

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Features

Laura Dew writes that the K2 Australian Absolute Return fund has seen mixed results after a decision to move to 70 per cent in cash. ...

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Superannuation

Research revealing how alarmingly little consumers know about their super funds’ performance has strengthened calls for the Government and industry to provide an easy-to-...

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Funds management

Hexavest is standing by its conviction of being underweight US technology stocks, in the belief the companies are failing to live up to expectations....

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Features

Laura Dew writes that the SGH Emerging Companies Fund is bouncing back from a difficult 2018 with a focus on technology and resources stocks....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

baffled

I don't have any faith in the regulator. I've stopped reading these and just think some poor guy got busted for a spell...

1 day 13 hours ago
Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

4 days 19 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

4 days 19 hours ago

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

10 months 2 weeks 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. ...

10 months ago

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

10 months 2 weeks ago