MARKET VOLATILITY
Financial planning
Cash holdings in SMSFs grew further in the December quarter due to uncertainty over interest rates and longer-duration term deposits not being rolled over....
Financial planning
Fiona Mackenzie presents the top 10 tips for financial planners for focusing on client relationships and value propositions in 2012....
Superannuation
Pauline Vamos believes it is time for the rebranding of the superannuation industry. ...
Financial planning
In a bid to boost demand for its margin lending services, National Australian Bank (NAB) will launch a margin loan product for SMSF investors next month. ...
Financial planning
In a bid to boost demand for its margin lending services, National Australian Bank (NAB) will launch a margin loan product for SMSF investors next month. ...
Financial planning
Standard Life Investments has warned investors they should remain cautiously positioned amid the likelihood of continued turbulence in the coming year....
Financial planning
In 2012, a conservative asset allocation is the best defence against a so-called 'second round' of the global financial crisis....
Financial planning
In 2012, a conservative asset allocation is the best defence against a so-called 'second round' of the global financial crisis....
Financial planning
The Australian masterfund market dropped $23.4 billion in funds under management through the September quarter despite big gains from BT and Commonwealth Bank/Colonial....
Financial planning
The Australian masterfund market dropped $23.4 billion in funds under management through the September quarter despite big gains from BT and Commonwealth Bank/Colonial....
Financial planning
More than half of Australian investment managers believe the value of the S&P/ASX 300 is set to finish higher in 2012 than current levels, but remain weary of world marke...
Financial planning
Bond market specialist Pimco has released the results of a 10-year study which it says proves Australian investors would have benefited from a higher exposure to Australi...
Financial planning
Volatile market conditions saw ETF investors become cautious in November, according to BetaShares....
Financial planning
All major institutions have reported falls in funds under management (FUM) over the past 12 months, with the sector experiencing its worst performance in three years....
Financial planning
Demand for multi-sector funds is likely to remain elevated in the current volatile environment, with increased interest from larger and more sophisticated investors, acco...
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...