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FUNDS MANAGEMENT
Editorial
Darren Cunneen outlines six key behavioural traps to be aware of when investing, and some tips for helping clients to sidestep them....
Financial planning
LaSalle Investment Management has added to the property portfolio within its LaSalle Australia Core Plus Fund....
Funds management
New survey suggests financial planners have reduced allocation to managed funds once again in 2012, though the decline appears to be bottoming out....
People & Products
Margaret Payn has been appointed AMP Capital's chief financial officer, following the departure of finance director Jim Dawson....
Financial planning
Since the relaunch of the CARM Guided Planning System (GPS) as a free trial in October last year, there are now more than 250 financial advisers registered with the finan...
Funds management
Global fund managers have expressed a positive outlook on equities in the first quarter of 2013, with 75 per cent holding an overweight view and 25 per cent holding a neu...
Funds management
In its latest financial report, BT Investment Management has reported net outflows of $700 million to end the December quarter at $34.7 billion in total funds under manag...
Financial planning
Responsible entities (REs) for managed funds should be subject to a two-tiered regulation process that weeds out those that do not have the skill set to assess complex pr...
Editorial
Investors are not always comfortable with the decisions made by fund managers, especially during volatile periods. Some managers cave in to their demands, while others do...
Funds management
Concerns investors have about managed funds, such as high costs and low returns, are unfounded, according to wealth management group JB Were....
Editorial
The Financial Services Council's position on life insurance churn proved controversial, attracting criticism from the likes of Synchron's Don Trapnell....
Superannuation
The use of retail fund managers by SMSFs has grown over the past three years, according to Plan For Life....
Funds management
The flurry of regulatory change out of the US and Europe has served to challenge Australian investment managers....
Editorial
As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...
Editorial
Financial advisers must be conscious of making their advice easy for clients to understand and knowing the difference between wants and needs, writes Mark Knight....
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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 ...