INVESTORS

Editorial

Investors remain nervous and are still heavily invested in cash, but are they doing the right thing? How serious is the threat of macro issues, and when will it be the ri...

image
Editorial

Stephen Hart examines the rising cost of living and ways to protect clients against a rise in both the consumer price index (CPI) and its volatility....

image
Financial planning

Investors in managed funds need to pay more attention to the array of upfront and ongoing fees and learn how to best negotiate them down, according to new research....

image
Financial planning

As the dust settles on the post-GFC world, Janine Mace discovers that the previously mundane world of fixed interest investments is now in vogue. ...

image
Superannuation

The number of investors allocating towards exchange-traded funds will increase 35 to 50 per cent in the next two years in the wake of the current proliferation of product...

Funds management

There will be a surge in the number of investors embracing exchange-traded funds in the next two years, since they are increasingly being taken up by financial advisers....

Financial planning

A group of investors in the Premium Income Fund (PIF) have delayed any further action by Brisbane-based fund manager Wellington Capital until a planned hearing next week....

Financial planning

The Financial Ombudsman Service (FOS) has come out in response to the release of a new litigation service for investors from law firm Slater & Gordon, calling it "mislead...

image
Financial planning

The Australian Taxation Office (ATO) is warning investors to steer clear of tax avoidance schemes and seek independent financial advice as the end of the financial year r...

image
Financial planning

Yellow Brick Road has successfully completed its capital raising of over $12.5 million, with Macquarie Investment Management showing a late interest in the group....

image
Financial planning

When misconduct from within the financial services industry leads to investor loss and hardship, investors are often unaware of existing avenues of redress and do not pur...

image
Financial planning

Financial advisers may see the advantages of advising on exchange-traded funds (ETFs), but the increasing popularity of ETFs is being driven by self-directed investors, a...

image
Funds management

A Standard & Poor's (S&P) analyst has said that investors who paid for active returns in the Australian fixed interest sector have been receiving them throughout 2010, si...

Financial planning

The Australian Direct Property Investment Association (ADPIA) has shifted the focus of its members and their investors, and has announced it will soon be seeking member a...

Financial planning

Standard & Poor's (S&P) has launched new volatility and high beta indices that will measure specific stock characteristics within the S&P 500....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 16 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 7 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 11 hours ago