Powered by MOMENTUM MEDIA
moneymanagement logo
 

INVESTORS

Financial planning

Both investors and advisers are more optimistic about share market performance over the next six months than they were last month, according to this month’s combined Aust...

Funds management

Sagitta Wealth Management has introduced changes to the Sagitta Rothschild Global Return Fund in an attempt to improve its liquidity and accessibility....

Editorial

The complex nature of hedge funds should not stop advisers from recommending them, says DOMINIC McCORMICK....

Financial planning

It is hard to fault BT Funds Management over its recent decision to rebate back to investors 0.5 per cent of their management fee on the BT Australian Share Fund for a si...

Financial planning

Investors and their advisers should not be lured into capital guaranteed investment options by the continuing uncertainty pervading economies around the world....

Financial planning

Financial planners have more influence over investors than lawyers or bankers when making investment decisions, an Assirt survey of investors has found....

Financial planning

In the debate about growth pensions, the humble allocated pension has been relatively ignored. KIEREN DELL and STUART MILNE report....

Financial planning

Individually managed accounts lose their ability to provide value to investors as they become easier to access with lower up front investment levels according to Forreste...

Financial planning

THE Australian Securities and Investments Commission (ASIC) has not ruled out the possibility of the combined National Australia/MLC group being required to pay further c...

Editorial

MLC has announced that it will compensate investors in its superannuation products who suffered a loss in the value of their investment when they were transferred from si...

Financial planning

INDEPENDENT traded policies broker Australian Policy Traders (APT) has put forward an offer to rescue investors wanting to exit AM Corporation’s troubled Diversified Trad...

Financial planning

Advisers are more optimistic than investors that the share market will improve in the next six months and are also likely to allocate twice as much to international equit...

Editorial

INVESTORS looking to optimise their share market returns in the next six months should look to value stocks given the prevailing economic conditions, which will create a ...

Financial planning

A former AMP adviser has pleaded guilty to 23 charges laid by the Australian Securities and Investments Commission (ASIC)....

Financial planning

While SRIs have been an attractive option for many investors, the honeymoon may well be over. KATE KACHOR reports on what effect the current insurance crisis and the publ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 days 13 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 4 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

6 days 9 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 6 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

2 weeks 5 days ago