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GLOBAL FINANCIAL CRISIS
Superannuation
New research reveals SMSF trustees remain heavily exposed to cash....
Financial planning
AFA president Jim Taggart has attacked the millions of dollars expended by industry funds in attacking advisers....
Financial planning
Lawyers are seeking to mount a case to recover investor funds relating to capital protected products....
Financial planning
Lack of consistency in fund name conventions remains a significant issue, with labels such as ‘balanced’ and ‘growth’ often meaning very different...
Financial planning
The restructuring of Asgard's Perth office will affect 120 roles, with up to 40 employees impacted by offshoring, according to BT Financial Group....
Financial planning
Financial planning practice brokerage Kenyon Prendeville is positive about valuations, although any value of the practice would depend on its fundamentals, according to p...
Financial planning
The majority of Australia’s mid-market private companies are considering a change in business ownership in the next decade amid expected growth, according to the Mo...
Superannuation
The Cooper Review panel may have suggested otherwise, but Mike Taylor writes that the exponential growth in the number of self-managed superannuation funds and the invest...
Editorial
With the debate between active and index funds continuing to gather momentum, Benjamin Levy examines the role of both strategies in a post GFC climate....
Financial planning
Active versus passive is one of the oldest debates in funds management. However, Tyndall's Craig Hobart warns those who have embraced passive strategies in the aftermath ...
Financial planning
The advent and growth of ETFs in Australia has created an alternative method for investors to access indexing, says Vanguard Investments' Robin Bowerman....
Editorial
A lot has happened in major asset classes over the last few years. With the benefit of hindsight, Dr Ron Bewley looks at how the major asset classes performed over the la...
Editorial
Suncorp Life's Sarina Raffo considers the pros and cons of superannuation and non-superannuation income streams and what affect this will have on retirement....
Funds management
Boutique fund managers are finding the current environment challenging, particularly those without institutional backing, according to Eight Investment Partners’ ch...
Financial planning
Ratings house Zenith has delivered a positive assessment of listed international infrastructure, but rates only one fund as ‘highly recommended’....
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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...