POWERED BY MOMENTUM MEDIA
CAPITAL GAINS
Financial planning
Vanguard is to publish after-tax returns for all its products in what it claims will be a first within the Australian funds management industry....
Editorial
Money might not be gushing into individually managed accounts, but there are a range of providers that strongly believe in the sector. Kate Kachor spoke to some groups th...
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 ...
Financial planning
Model portfolios have been positioned as the tool advisers use to allocate assets and create investment scenarios for clients but are they a reliable replacement for doin...
Financial planning
Hamish Trumbull provides an overview of alternative products that provide investors with access to Australian equities....
Editorial
Robert Keavney returns to the topic of hedge funds, and stands firm on his view that this asset class requires a higher level of wariness among advisers....
Superannuation
Super Concepts has announced the release of a new advice service for the self managed superannuation fund (SMSF) market that tracks performance of individual SMSFs....
Financial planning
The Australian Securities and Investments Commission (ASIC), the Australian Prudential Regulatory Authority (APRA) and the Australian Tax Office (ATO) will walk away from...
Financial planning
Question: I have recently received bonus shares from a company in which I held an investment. The shareholder release indicated that the distribution is tax-free. If I se...
Financial planning
In a post-March 11 world, planners may have trouble justifying their product recommendations to clients, says PAUL RESNIK....
Financial planning
DOMINIC McCormick’s recent column (Money Management, Dec 11, p15) predicts disappointment for those investing in the raft of new listed investment companies (LICs) coming...
Financial planning
Praemium Portfolio Services and CARM GPS have agreed to integrate their respective business platforms, to streamline and industrialise sales and business processes for fi...
Financial planning
Estate Planning Professionals of Australia (EPP) has introduced a new platform into the market aiming to combat administration issues for estate planning with reduced cos...
Editorial
The listed investment company (LIC) area is a bubble ready to burst, says Dominic McCormick....
Financial planning
As an investment vehicle, pooled development funds (PDF) are not new. However, changes in the taxation of these funds has resulted in their revival. John Wilkinson report...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...