RESEARCH AND RATINGS
Editorial
Post global financial crisis regulation, changing government policy and a shift in demographics have created a very different investment landscape to that of previous dec...
Financial planning
PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
Editorial
PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
Editorial
What is an appropriate fee structure and level for an Australian equities fund for which performance fees are charged?...
Editorial
This month PortfolioConstruction Forum asked the research houses: What is an appropriate fee structure and level for an Australian equities fund for which performance fee...
Financial planning
Accountancy group CPA Australia insists lifting the GST must be part of the tax forum....
Financial planning
New individual lump sum risk business in the 12 months to June 2011 increased 3.5 per cent to just over $1 billion, a significant slowdown on the 21.5 per cent growth see...
Financial planning
All Star's property fund accepted on key platforms....
Financial planning
Platform provider netwealth has announced a major overhaul of its investment menu, adding 39 new investment options and removing 21 funds on behalf of advisers and dealer...
Financial planning
Alternative investments tend to be lowly correlated with traditional asset classes such as stocks, bonds and cash - and as such, investors can use them to diversify their...
Financial planning
The 'great Australian dream' of home ownership is still alive, according to St. George Bank's Australian Home Aspiration report....
Financial planning
Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...
Financial planning
The Australian market will continue to see elevated levels of volatility for the foreseeable future, while there will be a continuation of the concentration within the fi...
Financial planning
The Bennelong Avoca Emerging Leaders Fund, run by former UBS portfolio managers John Campbell and Jeremy Bendeich, has been awarded a 'recommended' rating by Zenith Inves...
Life/Risk
Woolworths Limited continues its push into the financial services sector with the launch of Woolworths Life Insurance....
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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...