RETAIL INVESTORS
Editorial
During the GFC, direct property had a number of issues related to manager capability, asset quality, illiquidity and gearing. However, the sector has been working hard to...
Funds management
The liquidity issues that caused a number of mortgage funds to be frozen at the height of the global financial crisis have been addressed and these funds can now offer re...
Funds management
Retail investors remain cautious when it comes to investing in the mortgage fund space, according to Australian Unity Investments head of mortgages Roy Prasad....
Editorial
One of the areas where the cycle of pessimism and optimism offers regular interesting opportunities is listed investment companies, writes Dominic McCormick....
Editorial
While three key global equities markets still face trouble, there has been a major shift in investor behaviour towards this sector. Benjamin Levy reports investors are mo...
Editorial
In the current investment climate, alternative investments can provide valuable diversification. So why are investors still not jumping on the bandwagon? Freya Purnell re...
Funds management
Franklin Templeton Investments has adjusted the fee structure on its balanced equity offering as it looks to target retail investors....
Financial planning
ASIC has increased the disclosure requirements for unlisted mortgage funds to improve investor awareness of the risks involved....
Policy & Regulation
Government delivers additional funding to ASIC for FOFA and a range of other financial services changes....
Financial planning
Will this week's Reserve Bank 0.5 basis point cut in interest rates prompt SMSF investors and retail investors to exit cash?...
Financial planning
The property syndicate market for retail investors has evolved significantly in the wake of the global financial crisis, according to Charter Hall Direct Property....
Superannuation
Enquiries about direct property are on the rise, but the subdued residential property market appears to be preventing self-managed superannuation fund clients from pullin...
Financial planning
Boutique funds management house Bennelong has made its Kardinia Absolute Return Fund available to retail investors....
Funds management
Bennelong Funds Management boutique Kardinia Capital has opened its Absolute Return Fund to retail investors, with the product disclosure statement likely to be available...
Editorial
Despite its relatively small size, solid growth in recent years has made the exchange-traded fund (ETF) space the envy of managed funds and some of the other sectors. Fre...
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...