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....

image
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...

image
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...

image
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...

image
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...

image
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...

image
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...

image
Superannuation

Unnecessarily complex investment menus could lead to smaller pools of investable assets, and too much choice for members, according to Rice Warner....

image
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...

image
Funds management

Lonsec has granted the highest possible ‘highly recommended’ rating to the Charter Hall Direct Industrial Fund....

image
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....

image
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....

image
Funds management

The Australian Custodial Services Association has announced today that it will facilitate an industry taskforce approach to improving inefficiencies in servicing managed ...

image
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....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

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...

4 days 2 hours 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...

4 days 3 hours 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...

5 days 2 hours 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. ...

8 months 4 weeks ago

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

9 months 1 week ago