INVESTORS

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. ...

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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...

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Funds management

Investors integrating ESG data into their process can mistakenly conflate ESG scores in practice with the more familiar financial quality metrics....

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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....

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Funds management

The Australian Securities Exchange has failed to protect the rights of investors, according to fund manager Allan Gray....

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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...

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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...

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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. ...

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Funds management

The State Street Investor Confidence Index has declined by 7.4 points to 94.3 in August....

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Funds management

Investors are showing increased interest in China’s onshore bond markets, according to PIMCO. ...

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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 ...

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Financial planning

A research house has warned Australian investors about the hazards of overseas property investment....

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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....

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Superannuation

Cash is still king for SMSF investors but there are clear signs of diversification, according to the latest Australian Taxation Office data....

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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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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Bradley

Dear CEO and board, It's time to start some VERY HEAVY LOBBYING on behalf of advisers which could save your platform re...

14 hours 49 minutes ago
JOHN GILLIES

He is every thing ASIC said he was BUT How on earth did he expect to get away with it????? . these guy's who dip in...

17 hours ago
Chris Cornish

A tad optimistic from Morningstar. Adviser numbers are somewhat irrelevant; it all comes down to the platform and whethe...

18 hours ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

1 week 1 day ago

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

2 weeks 2 days ago

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

2 weeks 3 days ago