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

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...

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...

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...

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

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...

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

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

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

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

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...

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

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