GLOBAL FINANCIAL CRISIS

Funds management

Amid whispers of a crisis in the financial markets, Lonsec has suggested that investors who avoid herd-like selling can often protect themselves in times of crisis and ev...

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Funds management

Money Management has looked at the funds with positive returns over discrete annual periods since the global financial crisis to see who emerged unscathed. ...

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Superannuation

Eight major Australian super funds have managed to rack up 100 per cent returns since the Global Financial Crisis, according to SuperRatings....

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Financial planning

The GFC triggered self-reported mental health issues in the financial services industry, with around two-thirds of people negatively affected by work....

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Financial planning

ABA report looks at house price influences and state of household finances....

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Financial planning

Financial advice in Australia is held back by regulation focused on selling and letter of the law compliance that ignores the client according to an industry veteran....

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Editorial

Craig Swanger looks at the retirement income dilemma and why SMSF trustees are starting to look to fixed income. ...

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Editorial

A clear agenda is being prosecuted aimed at forcing the Government to hold a Royal Commission into the Financial Planning industry but do those pursuing the issue have cl...

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Financial planning

Financial planners should be actively engaging with clients at present to address portfolio return expectations which will need to cover expected long term muted equity a...

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Financial planning

Professional indemnity insurance for financial planners will not fall in price as insurers remain cautious about the advice and wealth management sectors...

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People & Products

Prominent industry funds figure and former Reserve Bank of Australia governor Bernie Fraser is stepping down as Chairman of industry-funds owned ME Bank....

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Financial planning

International regulators need to collaborate to minimise inconsistencies in risk mitigation requirements for cross-border non-centrally cleared OTC derivatives, according...

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Funds management

Traditional bond funds were the frontrunner in 2014 leaving its credit intensive equivalent behind while Australian fixed interest managers faced a tough 2014. ...

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Financial planning

Not one of the 13 alternative investment strategies most actively sold by financial advisers is worthy of a gold rating, ratings house, Morningstar believes....

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Financial planning

Non-major lenders dominated the home loan market in January and notched up the highest proportion of home loans since the GFC, mortgage broker AFG revealed....

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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...

1 week 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...

1 week 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...

1 week 1 day 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. ...

9 months ago

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

9 months 2 weeks ago