DATA

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 ...

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. ...

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-...

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....

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....

Expert Analysis

If financial institutions hope to improve public trust, Jonathan Steffanoni writes, they need to be careful in how they handle other people’s data....

Features

Anastasia Santoreneos writes that investors looking for a little less exposure to market volatility and a little more value need look no further than absolute return stra...

Funds management

Core Australian technology stocks have surged on average 52 per cent year-to-date, with data from FE Analytics showing the information technology sector sits in top spot....

Superannuation

Many of the top performing superannuation funds’ growth options from the last three years have delivered on returns without compromising much on risk, data from FE Analyt...

Superannuation

While making full use of member engagement data will involve the use of artificial intelligence, super funds need to remember that positive member advice offerings will s...

Superannuation

Consistency has seen mid-sized funds come out on top in the first round of the newly launched Superannuation Fund Crown Ratings, a quantitative rating system launched by ...

Features

Anastasia Santoreneos writes that while global fixed interest markets were volatile over 2018, signs of progress with US/China trade negotiations could see credit spreads...

Features

Anastasia Santoreneos writes that the JP Morgan Emerging Markets Opportunities fund is sticking to its objectives, and is all the better for it. ...

Funds management

Australian equities are likely to remain a source of healthy yield and capital growth next year despite global political tensions, according to T. Rowe Price....

Funds management

Global equity markets can expect further downside, particularly in the US, following the October sell-off, according to Hexavest’s Christian Crête....

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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’...

2 months 4 weeks ago

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

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 2 days ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

5 days 11 hours ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 day 14 hours ago
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