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FUND MANAGERS
Superannuation
Investment returns aside, flexibility remains one of the greatest attractions of SMSFs, according to Plaza Financial principal Peter Hogan....
Editorial
In this excerpt from Lonsec’s Australian Equities Large Cap Sector review, Lin Ngin writes the last 12 months have seen unusual trends emerge in the Australian equities l...
Financial planning
Australians are continuing their push into SMSFs, but most financial advisers have not thought about the risks associated with a direct equity portfolio, according to Ins...
Financial planning
Australians are continuing their push into SMSFs, but most financial advisers have not thought about the risks associated with a direct equity portfolio, according to Ins...
Editorial
Platforms are facing pressure from all sides, Milana Pokrajac writes. How will they deal with changing financial adviser demands, low investor sentiment and fast approach...
Editorial
Dissatisfaction with the performance of traditional managed funds and the resulting criticism may see the rise of multi-asset solutions, according to Dominic McCormick....
Financial planning
Despite a wave of indiscriminate selling by Western investors, the fundamentals remain strong for Asian equities, writes Tim Stewart....
Editorial
Since their arrival on our shores about a decade ago, managed accounts have remained largely dormant in Australia. But with continuing market volatility and the imminent ...
Policy & Regulation
The Government's second tranche of its FOFA legislation has come down hard on shelf space fees, soft dollar and offshore conferences....
Financial planning
Listed property appears to be returning to its previous model and slowly becoming a defensive asset again, resulting in more positive financial adviser and investor attit...
Editorial
PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
Financial planning
PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
Financial planning
Bond benchmarks are "structurally flawed", and bond performance targets for fund managers should instead be referenced to cash, according to Standard Life Investments hea...
Financial planning
Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...
Rate the raters
Claims by the financial planning industry that all industry participants, including research providers, should be liable for some client losses has been met with a mixed ...
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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...