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Financial planning
Financial advice is seeing appeal from younger investors with deVere Group seeing a 54% jump year-on-year in enquiries from under-30s. ...
Funds management
Despite the average Australian equity fund returning 41% over the last five years, fears of underperformance and hidden fees are the biggest challenges for firms to dispe...
Funds management
Investors integrating ESG data into their process can mistakenly conflate ESG scores in practice with the more familiar financial quality metrics....
Funds management
Many investors are getting their company valuations wrong as they focus on pricing in earnings growth expectations at normal levels, according to Lazard Asset Management....
Funds management
The Australian Securities Exchange has failed to protect the rights of investors, according to fund manager Allan Gray....
Funds management
Given the extreme valuations attributed to key growth stocks, and the likelihood that interest rates have bottomed, Maple-Brown Abbott argues that value is set for a peri...
Funds management
Amid whispers of a crisis in the financial markets, Lonsec has suggested that investors who avoid herd-like selling can often protect themselves in times of crisis and ev...
Financial planning
Investors could soon train their brains to resist the urge to hold onto bad investments with a new program developed by Monash University researchers. ...
Funds management
The State Street Investor Confidence Index has declined by 7.4 points to 94.3 in August....
Funds management
Investors are showing increased interest in China’s onshore bond markets, according to PIMCO. ...
Superannuation
The latest SuperRatings data shows a steady trend toward more defensive assets as super members get older, reflecting the gradual shift in asset allocation determined by ...
Financial planning
A research house has warned Australian investors about the hazards of overseas property investment....
Funds management
Sophisticated or wholesale investors looking to invest together through one legal entity should consider using a bare trust, the Fold Legal has recommended....
Superannuation
Cash is still king for SMSF investors but there are clear signs of diversification, according to the latest Australian Taxation Office data....
Funds management
New research has pointed to the degree to which market uncertainty has created a gold opportunity for fund managers to go direct to investors....
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...