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Financial planning

Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...

Financial planning

The global number of Certified Financial Planners (CFPs) grew by more than 8000 over the past 12 months to end 2012 at 139,818, according to the Financial Planning Standa...

Funds management

Global fund managers have expressed a positive outlook on equities in the first quarter of 2013, with 75 per cent holding an overweight view and 25 per cent holding a neu...

Financial planning

Australian financial institutions could be at a disadvantage if the Government fails to secure an agreement with the US....

Financial planning

Financial planners are increasingly looking to invest in Asia via exposure to luxury goods manufacturing in developed regions, according to Investment Trends....

People & Products

Paul Fegan has joined Genworth Australia as chief financial officer....

Funds management

ASIC is seeking penalties against the unlicensed operators of more than 12 offshore managed investment funds, which were found to comprise a single unregistered managed i...

Funds management

Craig Mowll says there is no reason to assume Asia's rapid growth over the last few decades would not continue, with GDP for the region expected to double in 20 years....

Funds management

Global listed property has outperformed both Australian listed property and international shares over the five years to 31 August, as investors seek high yield and a stea...

Editorial

Chris Selth says it is vital investors understand the structural changes taking place and the impact it will have on their portfolio management....

Financial planning

Australians have comfortably the highest median wealth of any country for the second year running, according to the Credit Suisse Global Wealth Report....

Editorial

AMP Capital's Craig Keary warns investing in term deposits may prevent investors reaching their financial goals and suggests other ways to find yield....

Funds management

Despite global and domestic fears of a housing bubble in Australia, Chan & Naylor believes it is time for Generation Y to step into the property market....

Funds management

CIO sentiment increased slightly in the September quarter, with domestic and international equities expected to perform best....

People & Products

Former Senator Nick Sherry is set to join Ernst & Young as a senior adviser to its superannuation team after resigning from the Senate last month....

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