ASSETS

Funds management

Over the past 12 months gold has seen gains during a period of sluggish economic growth and will continue to grow, according to Datt Capital....

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Financial planning

Utilising platform, planner and industry funds distribution channels, Challenger Limited has recorded a 21 per cent increase in full-year profit on the back of record ann...

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Financial planning

There is an increasing temptation for advisers to move into assets that are not widely understood as they look for yield, Mason Stevens believes....

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Tools & guides

Minh Ly takes a look at the impact of some recently legislated changes to the Age Pension and Aged Care rules and how they can form part of client conversations....

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Tools & guides

It’s a fresh new year, new challenges, new opportunities, and there’s one year to prepare clients for the changes to the Assets Test that will be applied from 1 January 2...

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Financial planning

Aged care clients value guidance over product recommendations as they head into cash-flow negative territory for the first time in their lives. ...

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Funds management

Global investor demand for real assets will to continue to rise next year, according to AMP Capital....

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Financial planning

Seniors downsizing will not improve their quality of life and sale proceeds of their home will not manifest into something contributory, Money Quest believes....

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Financial planning

Talk of the demise of asset consultants is greatly exaggerated, a leading investment consultant believes....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months 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

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

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago