ASSET ALLOCATION

Superannuation

SMSFs should increase their exposure to bonds to boost their returns, Credit Suisse analysts believe....

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Editorial

ETFs lay in the shadow of other investment vehicles for almost a decade, but the last two years have seen their value skyrocket. Could it have anything to do with regulat...

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Funds management

Vanguard Investments Australia has been named ETF Provider at the Money Management/Lonsec Fund Manager of the Year Awards, improving on its standing as a finalist in this...

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Funds management

Taking a small business approach to managing large diversified allocations is something that separates Legg Mason from the crowd, its chief investment officer (CIO) belie...

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Funds management

Dealer group Beacon has placed the DomaCom fractional property fund on its APL...

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Editorial

With post-retirement planning emerging as a major issue in 2014, Andrew Gale argues that there needs to be less focus on products and more focus on advice-based solutions...

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Financial planning

AMP Capital has launched an online resource centre to help financial advisers engage their clients in more meaningful investment conversations and facilitate the adviser’...

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Financial planning

A Money Management round-table recently discussed whether financial advisers were appropriately experienced and educated to provide appropriate advice on margin lending....

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Financial planning

Former Reserve Bank Governor, Ian Macfarlane will headline the Morningstar Investment Conference in Sydney on 15 May. ...

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Editorial

Rudi Minbatiwala looks at the challenges of objectives-based strategies and the drawbacks associated with the simplifications of the risk concept....

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Financial planning

Investment 'supermarket’ InvestSmart has restored its two founders to the helm, who say they have revamped the website to “trumpet the virtues of diversification”....

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Funds management

Independent dealer group GPS Wealth has abandoned its former platform-heavy investment model in favour of MDAs. ...

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Financial planning

DomaCom to be placed on Lonsec platform...

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Superannuation

ISA hails APRA’s superannuation fund performance reporting proposal as a win for consumers. ...

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Financial planning

The value of financial planning is being overlooked in recent debates about investment returns....

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MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 15 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 6 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago