COVID-19

Funds management

RBA governor Philip Lowe has shared his biggest regret as governor as he prepares to step down next month after seven years....

Financial planning

Since 11 March 2020, the financial services ombudsman has registered over 17,000 COVID-related complaints relating to banking, insurance and other financial services....

Funds management

Although China’s strict ‘zero-COVID’ policy has dampened its economic growth, this investment firm argues that long-term investment in China “remains strong”. ...

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Funds management

SG Hiscock and Company say the Omicron variant has not stifled their four investment themes and may instead present opportunities for their positionings....

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Funds management

With the Omicron strain disrupting global markets, Pengana Capital has told investors that they should emulate the future fund and consider diversifying into private equi...

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Funds management

The ‘man versus nature’ aspect of the pandemic may have caused a shift in focus for corporates and the community toward responsible investing and business practices....

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Financial planning

Research conducted during the first wave of the COVID-19 pandemic has found advisers played a crucial role in crisis intervention, according to Griffith Business School....

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Financial planning

COVID-19 continued to be top of mind for advisers and their clients in the September quarter, according to BT Financial Group....

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Outsider

It was cheers all round in the Money Management office this month as New South Wales eased restrictions for its residents. ...

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Policy & Regulation

The record of advice relief measure is extended to April 2022, as well as the “time critical” relief measure that gave financial advisers additional time to give their cl...

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Funds management

The investment manager believes the spread of the COVID-19 Delta variant has stabilised and the peak has now passed....

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Features

Going beyond responsible investment screens, Chris Dastoor writes, investors want to see that their manager is creating a social dividend as well as financial returns....

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Funds management

Australia will be “in the same position in three months” as the UK and Europe and needs to take note of how it handled the post-pandemic economic recovery and flexible wo...

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Funds management

While shares are at risk of a short-term correction, there is a rising trend continuing with banks, telcos, utilities, and retail stocks are leading the market higher. ...

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Outsider

While Outsider has been closely watching the daily numbers of COVID-19 cases spreading across the east coast, he finds it very confusing and struggles to figure out what ...

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MARKET INSIGHTS

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

1 month 2 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 3 weeks ago

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

1 month 4 weeks 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...

1 week 3 days 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. ...

4 weeks 1 day ago

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

3 days 5 hours ago