INVESTORS

Financial planning

Three quarters of surveyed investors are looking to invest their next dollar equities with top sector choices of healthcare, technology, and energy....

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Life/Risk

Increased investment from unlisted funds, offshore investors and superannuation funds drove Australia’s retail property sector to a third consecutive year of record inves...

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Superannuation

Investors have never had more information at their finger-tips but that doesn’t mean they’re making better decisions....

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Financial planning

MDS Financial Group enters into JV with New York-based J.Streitcher Asset Management....

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Editorial

With forecasts of volatility on the horizon, asset allocation may need to be revisited in 2015, David Bryant writes. ...

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Financial planning

Parametric grows its Australian team with new senior analyst....

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Funds management

Interest in international markets has continued to rise with many investors determined to shift into those sectors in the next three months according to research conducte...

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Funds management

Retail investors significantly lack geographical and asset class diversification in portfolios, Goldman Sachs Asset Management found....

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Funds management

Australian investors are increasingly turning to ETFs to tap into the benefits of offshore investments, with the sector surpassing $15 billion in funds under management. ...

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Financial planning

Investors who backed certain agricultural managed investment schemes run by Great Southern will receive $16.79 for every $10,000 they invested under a settlement approved...

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Financial planning

Perpetual’s first listed investment company becomes the largest capital raising for a LIC since the global financial crisis after passing its initial raising target by $1...

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Funds management

The market or economic cycle can be an investor’s best friend or worst enemy. How can asset allocation help financial planners, wealth managers and other investors take a...

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Funds management

Exchange traded products have continued their rapid growth adding $600 million in funds under management for the past month and passing the $14 billion mark....

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Funds management

Retail clients lured by yield are buying unlisted bonds without considering the high risks and whether they suit their investment profile, according to Morningstar....

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Financial planning

The financial services industry is being urged to embrace technology to help boost consumers’ understanding of financial products....

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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...

3 weeks ago

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

3 weeks 5 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. ...

5 days 18 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. ...

1 day 9 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago