SENTIMENT

Financial planning

Whether received via human or digital means, financial advice is reportedly leading to lower stress and more confidence, according to Vanguard....

Funds management

Global fund managers are starting the year with an optimistic mindset and “have never been as bullish” on the prospect for short-term interest rates, according to Bank of...

Funds management

The final Bank of America Global Fund Manager Survey of the year has found respondents are bullish going into 2024, with sentiment the most upbeat it has been for two yea...

Funds management

Asset allocators are more bearish than ever as the number who are optimistic about global growth falls to a record low in the 27-year history of Bank of America’s survey....

Funds management

Institutional investors are more optimistic than retail investors when it comes to Chinese sentiment and expect a rise in China A-shares next year. ...

Funds management

Around 57% of Australian investors expect their investment returns to outperform the benchmark index in the next 12 months, according to PIMCO. ...

Financial planning

Respondents to a Money Management survey have pointed to the mislabelling of industry fund’s investment options and the absence of enough advice around switching to cash....

Financial planning

Experts say the continuing uncertainty and fear surrounding the Financial Adviser Standards and Ethics Authority’s future requirements has adviser sentiment unsurprisingl...

Financial planning

The latest Wealth Insights data has revealed a slump in adviser sentiment to levels not seen since 2012....

Financial planning

Sentiment amongst Australia’s company directors has risen to its highest level in two years following the recent appointment of Malcolm Turnbull as Prime Minister....

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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’...

1 month 3 weeks ago

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

2 months 2 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...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 3 days ago
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