global financial crisis

Financial planning

MIS sector failures out of planner’s hands

A government department, major bank and agribusiness scheme promoter have challenged the narrative that financial planners were complicit in the collapse of the forestry ...

Editorial

Be wary of over-ambition

In the fifth in a series on equity investing, Hugh Young discusses how investors can lose their way with over-ambition. ...

Financial planning

Perpetual LIC rakes in investors

Perpetual’s first listed investment company becomes the largest capital raising for a LIC since the global financial crisis after passing its initial raising target by $1...

Funds management

Successful investing: how to handle cycles

The market or economic cycle can be an investor’s best friend or worst enemy. How can asset allocation help financial planners, wealth managers and other investors take a...

News

The Return of Asset Allocation: Why it Counts

Remember the halcyon period prior to the global financial crisis (GFC), when nearly all asset classes showed strong returns and choosing the right investment manager made...

Financial planning

Kelly exits Westpac

Westpac chief executive Gail Kelly is stepping down after eight years at the helm, to be replaced by the bank’s head of wealth....

Editorial

Getting regulatory value for money

For the chief executives of financial services companies struggling to fund the cost of compliance in an ever-changing regulatory environment, the 2013-14 annual report o...

Financial planning

Wealth contributes to ANZ result

ANZ reports a $7.3 billion profit with its Wealth businesses making a solid contribution....

Editorial

Weighing up retail insurance in super

Peter Stathis looks at the impact narrowing premium gaps could have on life insurance in super. ...

Editorial

Making people the asset

In the fourth article in this series on equity investing, Hugh Young discusses why people and a strong culture are so important to successful companies. ...

Financial planning

Double-dipping on compliance ‘choking’ FS firms

Financial services companies are almost matching government regulatory costs with their own self-inflicted rules, and effectively “choking themselves in red tape”....

Accounting

Acquisitions not a wealth play: Findex

Findex chief executive rejects claim that Crowe Horwath purchase was to build its wealth business but was to establish accountancy beach-head...

Editorial

Dangers in chasing yield and returns

Still haunted by memories of the GFC, investors are excessively focusing on yield to the detriment of diversification. Knowing how crises manifest in different ways, they...

Superannuation

SMSF wrap-ups a sign of mature sector

Specialised services offering to wrap up SMSF was not an adverse trend but a sign of the maturing of the SMSF sector....

Editorial

Kicking investment goals

In an increasingly competitive advice space, planners could benefit from ditching benchmarks in favour of goals-based investment, Craig Keary writes. ...