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. ...

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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...

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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. ...

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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....

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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....

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People & Products

Spring FG has shuffled its management team and has appointed the new state managers for Victoria and Queensland....

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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...

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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...

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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....

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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. ...

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Financial planning

New research suggests so-called “millenials” may have been wrongly type-caste as conservative investors and need properly targeted advice....

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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....

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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....

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Financial planning

Australians are avoiding financial advice because of confusion about what a planner actually does, according to a report. ...

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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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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