INVESTORS
Funds management
More Australian investors are keen to increase their exposure to overseas assets this year compared to the same time last year, according to the Certitude Global Investin...
Funds management
Shareholders are increasingly engaging with companies on remuneration policies in the United Kingdom, signalling a period of consultation in 2014....
Financial planning
AMP Capital Property Portfolio has overseen the sale of a key NZ property portfolio to Canada’s Public Sector Pension Investment Board. ...
Superannuation
Self-managed superannuation funds (SMSF) are beginning to appeal to a much younger demographic, Australian Tax Office (ATO) data shows. ...
Editorial
The blurring of lines between developed and emerging markets have made global equities a tricky investment zone, but that doesn’t mean there aren’t lucrative opportunitie...
Financial planning
Shine Lawyers is set to launch as class action against Sandhurst Trustees after securing a Federal Court ruling relating to the $30 million collapse of failed property le...
Editorial
While fixed income can still offer compelling value for advisers and investors, there are a few road traps to be mindful of, Ross Kent writes....
Funds management
Growing numbers of investors are taking the plunge and following financial advisers’ recommendations to try direct investments through separately managed account (SMA) se...
Editorial
With traditional asset choices no longer offering the portfolio diversification they once did for Australian investors, Alexander McNab makes the case for alternative ass...
Financial planning
ASIC has cancelled the licence of a subsidiary of the collapsed Banksia Financial Group but will continue investigation...
Financial planning
Lawyer points to possible action against planners and accountants as Timbercorp class action fails....
Financial planning
When people discuss margin loans they inevitably refer to margin calls, but Julie McKay writes that a good understanding of the system can help investors navigate the cha...
Editorial
Rudi Minbatiwala looks at the challenges of objectives-based strategies and the drawbacks associated with the simplifications of the risk concept....
Financial planning
AMP Capital institutional and platform-only funds now open to retail investors....
Financial planning
Certitude Global Investments has extended its Melbourne team with the appointment of Jennifer Savedra as business solutions manager....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...