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FUND MANAGERS
Financial planning
Financial advisers looking to switch to managed funds have been urged to avoid managers who churn through shares to reduce the tax impact on their client....
Editorial
While three key global equities markets still face trouble, there has been a major shift in investor behaviour towards this sector. Benjamin Levy reports investors are mo...
Editorial
It's been a tough 12 months for fund managers with investor sentiment persistently negative and Australian shares among the worst-performing. Unfortunately, things might ...
Editorial
As the Australian Securities Exchange is about to launch Aqua II, Lucinda Beaman looks at possible outcomes for the new capability. Will it succeed or is it bound to fail...
Financial planning
Standard & Poor's Fund Services has suffered more ratings withdrawals from major clients as a result of the recent announcement regarding the closure of its Australian bu...
Editorial
A patchy economy and global turmoil has left the industry grappling with a jumpy share market and turning to active management in a bid to stave off negative returns. Ben...
Funds management
van Eyk Research has sent out a word of caution to investors in global equities, warning them that fund managers who performed well in last year's risk-averse markets cou...
Funds management
Environmental, social and governance based managed funds are holding their own despite the current volatile market conditions, and may emerge at an advantage as a result ...
Editorial
Dominic McCormick explains why passive funds are not a low risk portfolio approach....
Financial planning
ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....
Funds management
The failure of the investment industry to deliver what investors needed over the past decade is down to a focus on stock selection at the expense of asset allocation, acc...
Financial planning
ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....
Superannuation
Investment returns aside, flexibility remains one of the greatest attractions of SMSFs, according to Plaza Financial principal Peter Hogan....
Editorial
In this excerpt from Lonsec’s Australian Equities Large Cap Sector review, Lin Ngin writes the last 12 months have seen unusual trends emerge in the Australian equities l...
Financial planning
Australians are continuing their push into SMSFs, but most financial advisers have not thought about the risks associated with a direct equity portfolio, according to Ins...
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MARKET INSIGHTS
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 ...