RETAIL INVESTORS

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

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

The Australian Securities and Investments Commission has banned Rory Mor Macleod Deutsch from providing financial services for four years following an investigation....

Financial planning

Earlier this year, ASIC promised to direct most of its efforts to scrutinising areas such as advice related to structured products. Janine Mace examines the implications ...

Financial planning

Perpetual and AXA's decision to wind up their mortgage funds would result in increasingly limited choices for investors in this sector, according to Equity Trustees portf...

Editorial

Stephen Hart outlines a low-risk strategy to double an investor’s money in 10 years....

Superannuation

Investec banking specialist Gareth Bird said the demand for more cash products has led the company to expand its cash investment options for retail investors....

Superannuation

While recent research into the investment trends of SMSFs indicate that exchange traded funds (ETFs) are growing in popularity, for Graeme Colley, superannuation strategy...

Editorial

Strategic asset allocation may represent the conventional approach but Dominic McCormick questions whether it deserves the credibility it carries....

Financial planning

Listed property appears to be returning to its previous model and slowly becoming a defensive asset again, resulting in more positive financial adviser and investor attit...

Funds management

Centuria Property Funds has come out in support of the Australian Securities and Investments Commission's (ASIC's) proposals to improve disclosure in the unlisted propert...

Editorial

Lack of investor engagement with superannuation is a widespread issue. Bill Buttler provides guidance on fee comparison for retail investors, and argues standardised meas...

Editorial

The debate around responsible investments has become charged by the controversial and highly discussed carbon tax. However, Janine Mace finds this will not negatively imp...

Editorial

The debate around responsible investments has become charged by the controversial and highly discussed carbon tax. However, Janine Mace finds this will not negatively imp...

Financial planning

There has been a growing interest in responsible investments over the past year, particularly among retail clients. Climate change and rising sea levels are just some of ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

3 days 21 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week ago
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