CASH FLOW

Financial planning

Insync announces its Global Titan Fund has been listed on CFS FirstWrap platform. ...

Funds management

The apparent disconnect between retirement savings and untapped home equity is one of the most puzzling situations in the financial services space, according to Deloitte....

image
Life/Risk

The current underinsurance crisis is forecast to worsen, as life insurance policies become a casualty of tighter household budgets, an academic believes....

image
Editorial

ETFs lay in the shadow of other investment vehicles for almost a decade, but the last two years have seen their value skyrocket. Could it have anything to do with regulat...

image
Financial planning

Financial services firms concerned about compliance may be better off sharing a licence with other parts of the business, a specialist lawyer says. ...

image
Editorial

With post-retirement planning emerging as a major issue in 2014, Andrew Gale argues that there needs to be less focus on products and more focus on advice-based solutions...

image
Financial planning

More than a fifth of Australian Securities Exchange (ASX)-listed companies are in a state of financial distress, showing similar characteristics to a company on the verge...

image
Superannuation

SMSF trustees wanting capital growth and low volatility should look no further than cash flow strategies, writes Damien McIntyre....

image
Editorial

If applied systematically, derivatives can deliver a consistent return outcome. However, client confusion and operational risks can add complexity to the process, as Rudi...

image
Financial planning

Margin lending has always represented a part of the financial planner’s strategy toolkit but the collapse of Storm Financial soured public perceptions of leverage. Money ...

image
Financial planning

An enforceable undertaking is one of the major challenges that can confront a financial services business, writes Grant Holley, but it need not be a nightmare and can be ...

image
Editorial

For investors looking for a consistent income stream that grows over time, global equity income has the fundamentals covered, writes Stephen Thornber. ...

image
Editorial

Rudi Minbatiwala explores the challenges of balancing long-term capital preservation with immediate income needs....

image
Financial planning

As the June 30 deadline for the aged care reform package quickly approaches, Anna Lawton looks at how the changes will affect planners and their clients. ...

image
Funds management

After five years of negative quarterly cash flows, retail FUM appear to be gaining momentum – recording growth for the third consecutive quarter....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

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

1 month 4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

5 days 16 hours ago