ASSET CLASSES

Financial planning

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

Financial planning

Standard and Poor’s has placed a number of Citigroup Asset Management’s funds and sectors on hold following the sale of the division to Legg Mason, which was announced on...

Financial planning

Absolute return fund manager HFA Asset Management has attracted over four times as much money into the second instalment of its capital protected ‘Octane’ fund of funds a...

Financial planning

A stellar performance in both Australian and international equities has resulted in Alliance Bernstein taking out the overall prize in the Money Management Fund Manager o...

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

Managed funds are finding increasing favour with Australian households as a diversification strategy, according to the latest ING Melbourne Institute Household Savings an...

Financial planning

Craig Phillips discovers that currency is a key consideration when it comes to investing in global equities....

Financial planning

Less than half of active investment managers that outperform over a three year period will be able to match the result over a subsequent period, according to a new resear...

Financial planning

Private equity managers are casting a wider net to attract advisers and retail investors. John Wilkinson looks at a new fund from ING....

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

BT Financial Group has dismissed suggestions the closure of its Tactical Asset Allocation (TAA) division is a risk averse move brought about by its Westpac Bank parent se...

Editorial

A winter of discontent awaits if you get it wrong on indexing and property syndicates, writes Robert Kavney....

Financial planning

Australian and US investors are paying significantly higher investment management fees than their counterparts in the United Kingdom and Europe, according to a survey con...

Financial planning

The Australian fixed interest sector could deliver negative returns to investors next year as it faces a subdued short to medium-term outlook fuelled by anticipated inter...

Rate the raters

Boutique research house Zenith Investment Partners is ready to take its model to the advisory market. John Wilkinson reports....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 12 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 11 hours ago