INVESTMENTS

Funds management

The investment bank is "preemptively" strengthening its liquidity position in a bid to restore investor confidence. ...

Funds management

Net outflows of approximately $1.5 billion have contributed to a 24% fall in the wealth management company’s net profits....

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Financial planning

Digital tools are being classed as the pathway to simple advice but adviser, Paul Moran, believes it will be unable to solve the problem of advice affordability and acces...

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Superannuation

Being too slow to process an investment change is an example of bad governance, according to a superannuation panel, and one fund could have missed $90 million in returns...

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Funds management

New research house, Evergreen Ratings, will look closely at the closed-ended, wholesale, illiquid and listed investment vehicles offered by Australian and global fund man...

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Financial planning

Non-advised clients were more likely to switch their investments to cash or increase cash allocations during the pandemic than advised ones, according to the Australian S...

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Financial planning

The bank has created a new division that will encompass its wealth platforms, superannuation and retirement products, investments, general and life insurance, and auto fi...

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Expert Analysis

As we commence the 2020s, investors need to adjust to a lower yield landscape and understand which investments can help to deliver them positive returns, writes Yoram Lus...

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Superannuation

Unnecessarily complex investment menus could lead to smaller pools of investable assets, and too much choice for members, according to Rice Warner....

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Policy & Regulation

The Government needs to avoid placing at a disadvantage people who have already retired and who have established their investment settings, according to the Association o...

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Funds management

Lonsec has granted the highest possible ‘highly recommended’ rating to the Charter Hall Direct Industrial Fund....

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Expert Analysis

Simon Ho writes that sensible investors will be looking to own some sort of protection strategy this year, as the risk of a period of high volatility grows stronger....

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Funds management

Millennial investors take a very different attitude when it comes to investing compared to their baby boomer parents, according to a Legg Mason survey....

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Funds management

The Australian Custodial Services Association has announced today that it will facilitate an industry taskforce approach to improving inefficiencies in servicing managed ...

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Financial planning

Investors and self-managed super funds with exposure to the retail property market need to remain alert as the sector is expected to see a significant change....

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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 3 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 4 weeks ago

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

2 months 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...

2 weeks ago

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

1 week ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

5 days 12 hours ago