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....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago