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Financial planning
Premium China Funds Management has withdrawn its funds from S&P's ratings services in response to S&P's impending withdrawal from Australian funds research....
People & Products
Australian Ethical has appointed David Macri as chief investment officer following James Jordan's decision to step down after nearly two years in the role....
Superannuation
Mercer has expressed concern that the Government has adopted a tranche approach to its Stronger Super legislation....
Financial planning
You are making the final decision as to whether to recommend an international equities fund - what is the one last question you would ask (or ask again) of the fund manag...
Financial planning
Lonsec has again given Mercer Multi-Manager Funds a highly recommended rating....
Superannuation
Superannuation fund members don't want to pay extra for financial advice they get over the phone or internet....
Financial planning
In the short term, we often see dramatic differences in the performance of hedged vs unhedged international equities portfolios. How much (if any) of an international equ...
Editorial
In the short term, we often see dramatic differences in the performance of hedged vs unhedged international equities portfolios. How much (if any) of an international equ...
Financial planning
WHK Group has appointed Mercer to provide investment research support and Macquarie Private Wealth to provide share execution services following a competitive market tend...
Editorial
Given the dichotomy between high growth emerging markets and low-growth developed markets, should all portfolios be 'overweight' to emerging market equities? If so, overw...
Editorial
This month PortfolioConstruction Forum asked the research houses: Given the dichotomy between high growth emerging markets and low-growth developed markets, should all po...
Financial planning
A significant proportion of financial planners are unaware of the business model of their research providers, a Money Management survey suggests....
Funds management
Centuria Property Funds has seen a pickup in enquiries from financial planners over the past four months as an increase in volatility sends investors back to unlisted pro...
People & Products
Matthews Steer Chartered Accountants has announced a boost to its accounting and financial planning teams with two senior appointments....
Editorial
What is an appropriate fee structure and level for an Australian equities fund for which performance fees are charged?...
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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...