INVESTMENT ADVICE

Funds management

Australians hold the least amount of bonds among the OECD countries, but some experts claim they are the key to mitigating risk. ...

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Funds management

Van Eck Australia believes fund managers and planners must provide products and services to adapt to a world of market volatility, central bank intervention and geopoliti...

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Funds management

Eighty years on, the vision of founder William McCormick Blair still guides the funds management business that bears his name, writes Nicholas O’Donoghue. ...

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Financial planning

While financial planners seem to over-estimate the risk tolerance of their clients, they are often good at identifying and achieving life goals....

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Financial planning

Investors are refocusing their attention on growth opportunities over income, according to a report, that also finds that managed funds are making a comeback....

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People & Products

Spring FG has shuffled its management team and has appointed the new state managers for Victoria and Queensland....

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Financial planning

Australia’s growing number of ultra-high net worth individuals (UHNWIs) will require financial advisors with generalist - not just investment - knowledge, a new report re...

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Financial planning

Consumers should equip themselves with basic financial literacy and knowledge before they walk into a financial planner’s office, general manager of an online financial e...

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Financial planning

Emotional Intelligence is increasingly becoming a critical skill set for advisers, not just to improve client relationships, but to stay in business, Wayne Lear writes....

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Financial planning

Advisory firms will need to examine how they communicate risk to clients under FOFA and not trust that old methods will still be suitable in the future. ...

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Financial planning

New research suggests so-called “millenials” may have been wrongly type-caste as conservative investors and need properly targeted advice....

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Financial planning

Perth-based dealer group, Sentry, is the first major client to sign up with new asset consultancy group, InvestSense, led by three former van Eyk consultants....

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Financial planning

More high net worth individuals are seeking advice and are willing to pay for specialised services with many choosing to work with a single advice provider....

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Financial planning

Australians are avoiding financial advice because of confusion about what a planner actually does, according to a report. ...

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Financial planning

A Queensland adviser has been given a hold on a five-year ban from ASIC following a hearing at the Administrative Appeals Tribunal....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks 1 day ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago