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Financial planning
Financial markets provided investors with some respite in March with the median fund manager in the InTech growth survey returning 1.64 per cent over the month....
Financial planning
Platforms may make financial planners’ lives easier, but Lisa Bowman asks whether they offer consumers value for money, and whether fee levels will change going forward....
Financial planning
Despite the poor performance and volatility of the markets Cameron Walshe adviser Wayne Lear says gearing is still a viable proposition....
Editorial
If the world enters a deflationary period, how much would we need to change our thinking about investment? Rob Keavney investigates....
Financial planning
The financial services industry will more than double in size to $1.4 trillion in assets over the next 10 years with an annualised growth rate of 8.15 per cent according ...
Financial planning
IWL passed the critical 90 per cent ownership of Sanford Securities late on Thursday, allowing it to now compulsorily acquire the remaining stock of the group as permitte...
Financial planning
IWL’s holding in Sanford Securities has increased to 85 per cent following the recent recommendation by the latter’s independent board of directors for all remaining shar...
Superannuation
The December 2002 quarterly Retirement Income Stream Report released by Investment and Financial Services Association (IFSA) has shown a fall in total retirement income s...
Financial planning
The differences in attitudes that men and women bring to the provision of financial services are not that wide, rather it appears that women have yet to have their needs ...
Financial planning
Growth-options within superannuation funds - those with a 70/30 split between growth and conservative investments - are experiencing one of their most volatile periods of...
Rate the raters
The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...
Rate the raters
Rating processes are usually a point of contention and as Ben Abbott writes, this year’s Rating the Raters survey was no exception....
Rate the raters
This year marks the second year that Money Management has undertaken the Rating the Raters Survey which was carried out in conjunction with the Tom Collins Consultancy. T...
Financial planning
The concerns raised by the Australian Prudential Regulation Authority (APRA) about the use of hedge funds in superannuation could just as easily be levelled at traditiona...
Editorial
Average returns are only for average people and as Jacinda Green argues, there are better ways for planners to examine the risk/return relationship in a client’s portfoli...
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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 ...