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Financial planning

Managers issued warning over fund inflow prospects

Inflows to managed funds are expected to grow at between 5 and 10 per cent a year over the next two to three years, according to a new KPMG report into the wealth managem...

Financial planning

Investors warming to social responsibility

Socially Responsible Investment (SRI) in Australia has taken off with funds under management jumping by 41 per cent to $21.5 billion over the 12 months ending June 30....

Financial planning

Planners ill-prepared for key departures

The overwhelming majority of clients would drop a financial planning practice cold if their current adviser were to leave the group, prompting serious questions about the...

Financial planning

Planner public perception boosted

Improvements in disclosure appear to be resulting in a more favourable public perception of financial planners, according to new research by finance and accounting body, ...

Financial planning

Equity out performance muted in 2005

Equity markets will continue to outstrip more conservative asset classes over the next year, but will struggle to match the level of out performance they achieved in 2004...

Editorial

A year is a long time in investment

A year is a long time in funds management – and even some of our investment experts were surprised by the way markets, asset classes and investment vehicles gained or wan...

Financial planning

IWL takes an interest in Rivkin

Rivkin Financial Services may have a saviour in sight with IWL shelling out more than $2.5million to take a 10 per cent stake in the embattled group founded by disgraced ...

Financial planning

Active managers struggle to outperform

Less than half of active investment managers that outperform over a three year period will be able to match the result over a subsequent period, according to a new resear...

Financial planning

Zurich mixes up new blend portfolios

Zurich Financial Services Australia has tweaked its blended series of funds by adding Barclays Global Investors to give five of its blended portfolios a small component o...

Financial planning

Equity growth down in 2005

Equity markets will continue to outstrip more conservative asset classes over the next year, but will struggle to match the level of out performance they achieved in 2004...

Financial planning

Industry wrapped by strong funds growth

The funds management industry grew by just under 15 per cent for the year ending September driven by strong investment markets and buoyed investor sentiment....

Life/Risk

Banks dominate rising risk insurance market

Bank backed providers Colonial and MLC continue to lead the new risk business race, but Prefsure - the subsidiary of South African insurance giant Capital Alliance Holdin...

Financial planning

Zurich forces Bridgeport into administration

Bridgeport Advisers and Asset Managers has been placed in voluntary administration after its major creditor and shareholder, Zurich Financial Services, invoked a contract...

Editorial

Observer: Aspirational investors need to be wary

Dominic McCormick expresses some serious concerns in his opinion piece on a new investment fund....

Financial planning

Regulator beefed up for monitoring role

Australia’s prudential regulator is in a stronger position to monitor the banking, general insurance and superannuation industries thanks to receiving a significant boost...