INVESTMENT

Funds management

Advisers need to rethink their traditional “index-hugging” approach to defensive allocations in the current climate of uncertainty, Western Asset believe....

image
Funds management

China’s commodities driven boom may be coming to an end, but the country’s economy is still robust, analysts believe....

image
People & Products

The Commonwealth Bank has recruited former UBS Wealth Management chief executive, Liz Lewin, to join key boards....

image
Funds management

AMP Capital’s Dynamic Markets Fund has secured $1 billion in funds under management, less than five years after it was established....

image
Financial planning

Advisers need to objectively test the risk tolerance of all investors and should not superimpose their own preferences, FinaMetrica believes....

image
Tools & guides

Platform development must stay focused on its purpose, which is to support the very real value that full financial planning delivers for clients, writes Alan Dunne. ...

image
Life/Risk

Australia is proving a popular destination for international commercial property investors, with global investment hitting a pre-GFC high in the first half of 2015....

image
Financial planning

Digital platforms lacked sophistication to provide future projections of investment mixes and enable consumers to understand investment models....

image
Funds management

Alternative investment manager Man Group has promoted Hersh Gandhi to managing director for Asia Pacific (excluding Japan) from Man Investments managing director of Austr...

image
Life/Risk

Offshore investors are dominating the Australian commercial property market, led by Chinese institutional investors....

image
Funds management

Self-managed super funds are exposing their portfolios to a high investment risk with a shift towards greater investment in growth assets, according to Finametrica....

image
Financial planning

ChAFTA has opened the flood gates for Chinese investments and due diligence has become more relevant, according to a risk solutions firm....

image
Funds management

Investors are reacting strongly to market corrections and noise still keenly aware of the similar conditions during the GFC which is shaping their current behaviour....

image
Funds management

There are plenty of opportunities for investment in Asia outside of China, with investors particularly impressed with Taiwan and Japan, Malavika Santhebennur writes....

image
Funds management

Investment bonds have not been front of mind for many advisers in the past 20 years but are slowly coming back into vogue. Jassmyn Goh finds out what has changed....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 1 week 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 2 days ago

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

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 2 days ago