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INVESTMENTS
Funds management
The investment bank is "preemptively" strengthening its liquidity position in a bid to restore investor confidence. ...
Funds management
Net outflows of approximately $1.5 billion have contributed to a 24% fall in the wealth management company’s net profits....
Financial planning
Digital tools are being classed as the pathway to simple advice but adviser, Paul Moran, believes it will be unable to solve the problem of advice affordability and acces...
Superannuation
Being too slow to process an investment change is an example of bad governance, according to a superannuation panel, and one fund could have missed $90 million in returns...
Funds management
New research house, Evergreen Ratings, will look closely at the closed-ended, wholesale, illiquid and listed investment vehicles offered by Australian and global fund man...
Financial planning
Non-advised clients were more likely to switch their investments to cash or increase cash allocations during the pandemic than advised ones, according to the Australian S...
Financial planning
The bank has created a new division that will encompass its wealth platforms, superannuation and retirement products, investments, general and life insurance, and auto fi...
Expert Analysis
As we commence the 2020s, investors need to adjust to a lower yield landscape and understand which investments can help to deliver them positive returns, writes Yoram Lus...
Superannuation
Unnecessarily complex investment menus could lead to smaller pools of investable assets, and too much choice for members, according to Rice Warner....
Policy & Regulation
The Government needs to avoid placing at a disadvantage people who have already retired and who have established their investment settings, according to the Association o...
Funds management
Lonsec has granted the highest possible ‘highly recommended’ rating to the Charter Hall Direct Industrial Fund....
Expert Analysis
Simon Ho writes that sensible investors will be looking to own some sort of protection strategy this year, as the risk of a period of high volatility grows stronger....
Funds management
Millennial investors take a very different attitude when it comes to investing compared to their baby boomer parents, according to a Legg Mason survey....
Funds management
The Australian Custodial Services Association has announced today that it will facilitate an industry taskforce approach to improving inefficiencies in servicing managed ...
Financial planning
Investors and self-managed super funds with exposure to the retail property market need to remain alert as the sector is expected to see a significant change....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...