GLOBAL FINANCIAL CRISIS

Life/Risk

An alarmingly low proportion of Australians say they would use a pay increase to take out financial protection, a survey shows. ...

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Funds management

Australians are looking to “future-proof” their investments through responsible options, Responsible Investment Association Australasia’s 2014 Benchmark Report reveals....

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Funds management

Property funds are seeing growth in their assets under management for the first time since the GFC, an industry survey reveals....

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Funds management

More wealthy Australians are showing philanthropy, with many establishing record numbers of private ancillary funds since the GFC....

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Financial planning

The challenges presented by an ageing population put the onus on advisers to stay up to date with the latest technical know-how, Paul Rogan writes....

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Financial planning

Recent policy changes have made preparation – and the role of planners – more critical than ever in the post-retirement space. However, even for planners, it’s not an eas...

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Editorial

Acknowledging that there is never a ‘one-size-fits-all’ strategy for investment, Tanya Debakhapouve explains how different investment approaches better lend themselves to...

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Financial planning

Businesses in the Australian financial services and insurance sector are among the countries top users of IT, according to the Australian Bureau of Statistics. ...

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Financial planning

The rapid expansion of the Big Four banks and AMP into financial planning could see them seize an 80 per cent stake in the advice market, research suggests. ...

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Financial planning

Planning practice acquistions have been boosted by the entrance of more lenders with planners taking advantage of stable prices....

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Funds management

BTIM Defensive and Balanced Equity Income has emerged a winner at the Money Management/Lonsec Fund Manager of the Year Award for the best Retirement Product Innovation....

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Editorial

Direct property still seems a hot item for investors, with the housing market on fire over the December quarter. While figures have dropped slightly over the March quarte...

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Editorial

With traditional asset choices no longer offering the portfolio diversification they once did for Australian investors, Alexander McNab makes the case for alternative ass...

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Funds management

The CFA Institute is urging Australian asset managers to lift their game by committing to professional codes of conduct....

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Editorial

While both Treasury officials and economic commentators have strongly criticised the cost of superannuation tax concessions, Mike Taylor writes that one of the men who he...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 17 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 18 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 17 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago