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Financial planning
With a huge number of Australians facing retirement in the next few years, advisers need to find strategies that do not rely solely upon cash rates or a rise in local mar...
Editorial
The Financial Planning Association’s ‘side deal’ with the Industry Super Network on FOFA drew plenty of flack from many key industry figures....
Financial planning
ASIC is concerned about the number of breaches of basic client money-handling practices in the CFD and margin FX sector, according to Commissioner Greg Tanzer....
Funds management
In a particularly volatile market, only five alternative funds managed to produce a positive return in the past two years, according to Morningstar's latest sector wrap-u...
Funds management
Asian Real Estate Investment Trusts (REITs) provide more diversification benefits with stocks than listed real estate companies an Asian Pacific Real Estate Association (...
Financial planning
Most retail investors rely on themselves, their friends or family or the media for investment advice rather than seeking advice from a financial planner or stockbroker, a...
Financial planning
Natural resource fund manager 90 West has announced receipt of a significant mandate from an industry super fund....
Editorial
ETFs have been growing at a rapid pace in the last few years, but as Janine Mace writes, this might be due to their potential, rather than the recent and current achievem...
Financial planning
New State Street research points to Governments spooking investors who then fail to act in their own best interests....
Funds management
Australian Unity Investments (AUI) has made the decision to close its Mortgage Income Trust (MIT) and Wholesale Mortgage Income Trust (WMIT)....
Editorial
Select Asset Management’s Dominic McCormick says it’s time investors reduced their reliance on simplistic risk categories in asset allocation....
Funds management
As investors look to diversify their portfolios, Certitude Global Investment chief executive Craig Mowll says he has seen a renewed interest in fund managers taking an ac...
Financial planning
'Investment regret' may creep into the Australian legal system following the outcome of the class action against Lehman Brothers/Grange Securities, according to Sydney la...
Funds management
Fund managers have been accused of neglecting the needs of retail clients and catering to the institutional market....
Financial planning
Complex retail products will come under the ASIC's scrutiny due to poor market returns and growth in the self-managed super fund (SMSF) sector....
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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...