Market Insights

Knowledge Centre

Winning the trust of clients is at the heart of a successful long-term relationship between financial adviser and client. But with increased public scrutiny, growing gove...

Knowledge Centre

Short-term managerial thinking has been attacked for damaging business and economic performance as part of a “quarterly results at all cost” mentality. How can companies ...

Knowledge Centre

It’s simple logic that ‘millenials’ are the future for wealth management divisions. What isn’t certain is how prepared the industry is for their demands on service, strea...

Knowledge Centre

Core bonds have proven to play a central role in portfolios throughout the years. Head of PIMCO Australia Adrian Stewart explains how a traditional core bond strategy can...

Knowledge Centre

The recent rise in government bond yields and increased volatility in global fixed income markets have brought interest rate risk — and the potential for negative returns...

Knowledge Centre

Yield has been a key theme for Australian markets in recent years, with falling interest rates forcing risk-conscious investors to chase high-dividend paying stocks such ...

Knowledge Centre

A global investment manager would like your help. We invite you to take a survey which asks questions about your views on industry trends....

Knowledge Centre

Currency hedging can help protect investors against movements in interest rates, paying a return when exchange rates move adversely. But Australian investors might not be...

Knowledge Centre

Do advisers need to alter the way that they view their clients?...

Knowledge Centre

Join John Murray for a live webinar and your chance to win a 15 year old bottle of Penfolds Grange! Register now....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 day 16 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

6 days 15 hours ago