AUSTRALIAN EQUITIES
Financial planning
Investors are taking up more separately managed accounts (SMAs) and the number of fund managers is growing to meet demand, according to Standard & Poor's latest 'SMA Mode...
Financial planning
With yields on equities rivalling bank term deposit rates, the Australian share market is looking attractive as a long-term investment....
Superannuation
Superannuation funds with heavy equity exposures have suffered most in the July and August market volatility....
Financial planning
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
Editorial
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
Financial planning
Research house Standard & Poor's Fund Services (S&P) has downgraded a BlackRock fund to two stars and upgraded a Schroders fund to five in its style-neutral peer group, p...
Financial planning
Rather than panicking and selling their shares, investors should be watching the markets for signs of the expected recovery, according to wealth management firm Lachlan P...
Financial planning
NAB's direct asset management business, nabInvest, has today announced the acquisition of investment manager Aviva Investors Australia. ...
Financial planning
The second market downturn in three years may prompt super fund and platform sectors to finally start developing more protected growth linked retirement income solutions,...
Financial planning
Australian retailing stocks are trading at close to their lowest valuation in 15 years, but an ease in interest rates may very well provide the catalyst for a market reco...
Editorial
Lin Ngin looks at how separately managed accounts (SMAs) operate and explores some of the features and benefits on offer as well as some of the current limitations....
Financial planning
CFS Wholesale Equity Income, K2 Australian Absolute Return, Platinum International and Platinum Asia have all maintained a 5 star rating in Standard & Poor's latest repor...
Editorial
With talk of interest rate rises shifting to the possibility of a rate cut, Dr Ron Bewley weighs up the outlook for asset classes in Australia and abroad....
Policy & Regulation
Federal Government moves to ban risk commissions have been labelled 'poor policy' amid entrenched financial planner opposition to the FOFA reforms. This and more in the l...
Funds management
The emergence of new boutique replicas within the safety of institutional structures mean fund managers can enjoy the benefits of boutiques without the headaches. Lucinda...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...