INVESTORS

Financial planning

Three quarters of surveyed investors are looking to invest their next dollar equities with top sector choices of healthcare, technology, and energy....

Life/Risk

Increased investment from unlisted funds, offshore investors and superannuation funds drove Australia’s retail property sector to a third consecutive year of record inves...

Superannuation

Investors have never had more information at their finger-tips but that doesn’t mean they’re making better decisions....

Financial planning

MDS Financial Group enters into JV with New York-based J.Streitcher Asset Management....

Editorial

With forecasts of volatility on the horizon, asset allocation may need to be revisited in 2015, David Bryant writes. ...

Financial planning

Parametric grows its Australian team with new senior analyst....

Funds management

Interest in international markets has continued to rise with many investors determined to shift into those sectors in the next three months according to research conducte...

Funds management

Retail investors significantly lack geographical and asset class diversification in portfolios, Goldman Sachs Asset Management found....

Funds management

Australian investors are increasingly turning to ETFs to tap into the benefits of offshore investments, with the sector surpassing $15 billion in funds under management. ...

Financial planning

Investors who backed certain agricultural managed investment schemes run by Great Southern will receive $16.79 for every $10,000 they invested under a settlement approved...

Financial planning

Perpetual’s first listed investment company becomes the largest capital raising for a LIC since the global financial crisis after passing its initial raising target by $1...

Funds management

The market or economic cycle can be an investor’s best friend or worst enemy. How can asset allocation help financial planners, wealth managers and other investors take a...

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Funds management

Exchange traded products have continued their rapid growth adding $600 million in funds under management for the past month and passing the $14 billion mark....

Funds management

Retail clients lured by yield are buying unlisted bonds without considering the high risks and whether they suit their investment profile, according to Morningstar....

Financial planning

The financial services industry is being urged to embrace technology to help boost consumers’ understanding of financial products....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago