AUSTRALIAN EQUITIES

Superannuation

Median growth fund returns 19.3 per cent for one year and 6.8 per cent over 10 years....

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Funds management

Over the 30 years to 30 June 2013, major asset class indices have returned between 8.2 per cent and 11.6 per cent per annum, led by Australian shares, Vanguard’s 2013 Ind...

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Superannuation

Pengana CEO Russell Pillemer has reinforced the need to examine inherent risk in investment portfolios as Australia's baby boomers approach retirement....

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Funds management

Australian assets have delivered a trifecta for investors over the last 10-20 years - but that is likely to change, say Russell Investments. ...

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Funds management

Fund manager Legg Mason has announced it will package its four Significant Investment Visa (SIV) complying funds to provide a solution for advisers....

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Financial planning

SMSF investors have a higher propensity to seek out and value advice than non-SMSFs, while nearly half of recent SMSF investors are under the age of 30....

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Funds management

The global infrastructure securities sector has largely recovered from the losses experienced during the global financial crisis, delivering equity-like returns with lowe...

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Funds management

Australian and Canadian equity funds in outflow despite more bullish sentiment in US and Europe....

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Funds management

Much of the money currently flowing out of cash is going into managed funds and not into direct equities as previously anticipated, according to BT Financial Group....

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Superannuation

AMP Capital has launched a new website aimed at educating SMSF investors on property and infrastructure investments as part of a new campaign targeting this market....

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Funds management

Altair Asset Management has launched its Australian equities business, with former Hunter Hall principal Philip Parker taking on the role of managing director and chief i...

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Editorial

Are we seeing a genuine move back into Australian equities driven by an exit from cash and cash-like investments, or are there other forces at play? A Money Management ro...

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Editorial

Many financial planning clients remain decidedly cautious, with many clinging to cash and cash-like investments given the current market volatility. A Money Management ro...

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Editorial

Active portfolio management will be a key means of tackling sector head-winds, writes Jonas Palmqvist....

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Funds management

New FSC analysis confirms weakening sentiment around Australian equities in fully priced market....

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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 6 days ago

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

1 month 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. ...

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

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

6 days 9 hours ago