EQUITY MARKETS

Financial planning

Abstract Long...

Editorial

BT Financial Group coined 2005 the “year of the disconnect”, because of the various anomalies occurring in the developed versus underdeveloped share markets and economies...

Financial planning

Small cap initial public offers generated outstanding returns for investors in 2005, eclipsing the performance of their larger company counterparts on average by 15 per c...

Financial planning

Only one retail fund has featured among the top 10 rankings in a SuperRatings survey of balanced super fund performances last year....

Financial planning

Superannuation investors have enjoyed a second consecutive year of returns in the double-digits according to the 2005 Mercer Pooled Fund Survey, with the median fund in t...

Financial planning

Diversified balanced and growth funds have long been seen as an easy solution for the core of an investment portfolio, or even the whole of some (especially smaller) port...

Financial planning

Zurich Financial Services has joined the chorus of local fund managers urging Australian investors to look to offshore equity markets for out-performance in 2006....

Editorial

Abstract Long...

Funds management

Four funds have been upgraded and there have been no downgrades in Lonsec’s latest hedge fund sector review, which excludes long/short equity funds....

Financial planning

Superannuation funds with strong allocations into alternative assets were able to largely withstand a downturn in October, according to the latest data released by Sydney...

Editorial

The investment and planning world seems to be dividing into two camps with respect to “alternative” investment strategies and assets (hedge funds, managed futures, commod...

Financial planning

The real story of financial planning recruitment this year is not that the prevailing skills shortage continues to broaden, but that there has been no corresponding rise ...

Funds management

The recent stellar performance of commodity markets has prompted the separate release of two capital guaranteed commodity products for retail investors by Macquarie Portf...

Financial planning

At the recent PortfolioConstruction Conference, US-based Randall Lert, chief portfolio strategist with Russell Investment Group, gave the keynote address. With a worldwid...

Financial planning

As Australian superannuation fund trustees look for ways of extracting even better returns for members, State Street Global Advisers has issued a sobering assessment of i...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago