MONEY MANAGEMENT
Financial planning
Performance in global equities for investors could be enhanced if benchmarks stopped constraining the way they invest, writes GREG COOPER...
Funds management
A “truly global credit” strategy to managing credit was instrumental in BlackRock Investment Management winning thecredit category of the Money Management / IMCA Fund Man...
Financial planning
Financial planners are now an accepted part of the superannuation industry, according to a survey conducted by Money Management’s sister publication, Super Review....
Financial planning
Macquarie Financial Services Group has secured prime positioning across the platform and funds management categories of the 2007 Wealth Insights/Assirt Annual Service Lev...
Funds management
A sharp correction in Australian shares between now and the reporting season in September would not be unwelcome, according to Bell Potter director of research Peter Quin...
Financial planning
QBE Insurance has told underwriters it has ceased quoting on new business for professional indemnity (PI) insurance to financial planners as a result of the collapse of A...
Financial planning
The Financial Literacy Foundation has launched its first booklet aimed at improving indigenous financial literacy programs....
Financial planning
A British fund manager is poised to invest in Australian agribusiness projects after a successful capital raising in London last week....
Editorial
Projections of a flood of people selling out of direct property to make a $1 million one-off tax-advantaged cash contribution to super by June 30, this year, do not appea...
Financial planning
Investors are more interested in returns than socially responsible investing, a new report has found....
Financial planning
There is cautious optimism within the industry that a proposed consumer ‘compensation’ fund levy has been dropped from newly announced legislation mandating financial pla...
Financial planning
LaSalle Investment Management client services Australia director David Quirk believes a key component separating the fund manager from its competition in global property ...
Financial planning
A series of advertised competitions offering prizes as an incentive to ING superannuants to consolidate their super into ING’s super products is remarkable for both the n...
Funds management
If self-belief in the merits of its investment strategy was the sole criterion for judging this year’s Money Management/IMCA Fund Manager of the Year Awards, Bridgewater ...
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...