ASSET CLASS

Financial planning

There are very few genuinely new products in financial services. Usually they are variations on an existing theme, and structured products fall very much into this catego...

Financial planning

There is a great deal of focus on the Australian Securities and Investments Commission’s (ASIC) requirements in regards to statements of advice (SOAs). Complying with the...

Editorial

A great investor once said: “Risk comes from not knowing what you’re doing.” Of course, it’s hard to imagine that there is much that Warren Buffet doesn’t understand abou...

Financial planning

A majority of Australian-based investment managers believe international equities will be the strongest performing asset class over the next 12 months....

Funds management

There may be fewer competitors in the multi-sector category of the Fund Manager of the Year Awards, but it doesn’t make it any less easy a category to judge. Assirt fund ...

Financial planning

Perpetual Investments’ Dublin-based international equity team has received a lukewarm welcome from Lonsec, which has assigned it a third-level ‘Investment Grade’ rating i...

Financial planning

It may be a job to most people, but business development is clearly a labour of love for Natasha Williams....

Financial planning

A buoyant Australian equity market helped fund managers to their best returns in over a decade last year....

Financial planning

Investors could be exposing themselves to higher levels of risk and jeopardising their retirement savings by failing to monitor their fixed income investment strategies a...

Financial planning

The results of the Hare and Tortoise report highlight the “dangers” of the industry using simple compound or point to point returns as a performance measurement tool, acc...

Editorial

Does slow and steady win the race or is it all about a sprint to time the market? A new research report has the answer. Liam Egan reports....

Financial planning

Perpetual Investments has played down research house fears its new in-house international equities arm will be a far removal from the way the asset class has been managed...

Financial planning

Rob Keavney argues systematic rebalancing adds returns, reduces volatility and ensures planners don’t leave clients with maximum exposure at market crests – so why isn’t ...

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MARKET INSIGHTS

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

2 hours ago

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

4 days 7 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days 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 ...

3 days 5 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 8 hours ago