CORONAVIRUS

Financial planning

Dozens of class actions lawsuits are being filed in the United States as thousands lose their jobs over COVID-19....

image
Financial planning

The message from advisers to clients is ‘don’t crystallise your losses’, while the message from a Money Management survey of advisers to the Australian Securities and Inv...

image
Superannuation

Superannuation funds which have focused on members in single industries and single groups only have themselves to blame if they have found themselves in trouble amid job ...

image
Financial planning

Allan Gray surveyed 70 advisers with 77% saying COVID-19 will increase demand for financial advice....

image
Financial planning

Given the unprecedented circumstances, financial advisers need to focus on explaining the situation to their clients in the calm manner and help them look beyond the shor...

image
Funds management

Changes have been temporarily made to the foreign investment review framework in light of COVID-19, to protect Australia’s economic interests....

image
Financial planning

Advised Australians are seeing their financial advisers as a life coach in tough times, according to MLC Wealth....

image
Funds management

The current state of market offers great opportunities for contrarian investors with a focus on fundamentals, Allan Gray’s chief investment officer said....

image
Funds management

High yield credit is looking attractively priced, according to Russell Investments, as a result of the COVID-19 shock and the oil price collapse has caused spreads to wid...

image
Superannuation

UniSuper has seen members switch $2 billion from growth to defensive assets but says it has been able to accommodate the changes without resorting to selling down shares....

image
Financial planning

Extraordinary circumstances call for a changed regulatory approach says AFA....

image
Financial planning

Money Management is seeking feedback from advisers on how the COVID-19 crisis is affecting their business continuity and what are the key challenges they face....

image
Superannuation

The Government needs to rethink its approach to hardship early access to superannuation to ensure the criteria is tightened and the possibility of rorting removed, accord...

image
Superannuation

Both AustralianSuper and UniSuper have been reported as having imposed a downward revaluation of their unlisted assets....

image
Funds management

Magellan has updated its investors on portfolio positioning in its flagship Global fund saying it has moved from 3% to 15% in cash and is monitoring its exposure to compa...

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...

3 weeks ago

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

3 weeks 5 days ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 6 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 21 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 1 hour ago