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Financial planning
The arrival of separate accounts will put further pressure on master trusts to reduce fees. As FIONA MOORE reports, master trusts could learn from separately managed acco...
Financial planning
Master trust and wrap providers may be less concerned about fees than they are making out. GEORGE LIONDIS digs deep into the latest fee data....
Financial planning
Choosing the correct time to invest is crucial, but as DOMINIC McCORMICK says, investing when all the indicators are wrong is foolish....
Financial planning
The March quarter market share results from both Morningstar/ Plan for Life and Assist demonstrates the volume of money currently flowing into the united groups....
Financial planning
The Australian Tax Office has handed down its first ever product ruling to the Macquarie banking group for its Macquarie Instalments IMC series, confirming the group’s de...
Financial planning
Over 33,000 investors have accepted the Australian Tax Office’s (ATO) settlement offer over discredited mass marketed tax effective schemes, tax commissioner Michael Carm...
Financial planning
Research house Lonsec has put out a recommendation on the Multiplex Development Trust II after reviewing the property fund....
Financial planning
The listed property trust asset class will finish the financial year with at least its second strongest performance ever, having already achieved an index return of just ...
Financial planning
Beacon Investment Management Services has dropped the Frank Russel group in favour of InvestorWeb as the asset consultant for its multi-manager Model Choice investment op...
Financial planning
The sale of immediate annuity life insurance products have slumped to their lowest level since being made exempt from the social security assets test in 1998, the latest ...
Financial planning
The growing use of master trusts in public offer corporate superannuation has continued to boost funds under management and member levels, according to a survey conducted...
Financial planning
Australian investors have reviewed their bullish optimism over the performance of the Australian share market and are now bracing themselves for the full impact of a down...
Editorial
The investment projections of some fund managers lack basic ingredients, writes DOMINIC McCORMICK....
Editorial
Efficient market theory does work according to Kevin Bailey who writes that the problem actually lies in the advice and research clients receive....
Editorial
It has not been in my nature to forecast the future but I would like to indulge in a bit of future gazing. A debate that started in this august journal last year was the ...
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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 ...