INVESTMENT ADVICE
Funds management
Australians hold the least amount of bonds among the OECD countries, but some experts claim they are the key to mitigating risk. ...
Funds management
Van Eck Australia believes fund managers and planners must provide products and services to adapt to a world of market volatility, central bank intervention and geopoliti...
Funds management
Eighty years on, the vision of founder William McCormick Blair still guides the funds management business that bears his name, writes Nicholas O’Donoghue. ...
Financial planning
While financial planners seem to over-estimate the risk tolerance of their clients, they are often good at identifying and achieving life goals....
Financial planning
Investors are refocusing their attention on growth opportunities over income, according to a report, that also finds that managed funds are making a comeback....
People & Products
Spring FG has shuffled its management team and has appointed the new state managers for Victoria and Queensland....
Financial planning
Australia’s growing number of ultra-high net worth individuals (UHNWIs) will require financial advisors with generalist - not just investment - knowledge, a new report re...
Financial planning
Consumers should equip themselves with basic financial literacy and knowledge before they walk into a financial planner’s office, general manager of an online financial e...
Financial planning
Emotional Intelligence is increasingly becoming a critical skill set for advisers, not just to improve client relationships, but to stay in business, Wayne Lear writes....
Financial planning
Advisory firms will need to examine how they communicate risk to clients under FOFA and not trust that old methods will still be suitable in the future. ...
Financial planning
New research suggests so-called “millenials” may have been wrongly type-caste as conservative investors and need properly targeted advice....
Financial planning
Perth-based dealer group, Sentry, is the first major client to sign up with new asset consultancy group, InvestSense, led by three former van Eyk consultants....
Financial planning
More high net worth individuals are seeking advice and are willing to pay for specialised services with many choosing to work with a single advice provider....
Financial planning
Australians are avoiding financial advice because of confusion about what a planner actually does, according to a report. ...
Financial planning
A Queensland adviser has been given a hold on a five-year ban from ASIC following a hearing at the Administrative Appeals Tribunal....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...