INVESTORS

Funds management

More Australian investors are keen to increase their exposure to overseas assets this year compared to the same time last year, according to the Certitude Global Investin...

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Funds management

Shareholders are increasingly engaging with companies on remuneration policies in the United Kingdom, signalling a period of consultation in 2014....

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Financial planning

AMP Capital Property Portfolio has overseen the sale of a key NZ property portfolio to Canada’s Public Sector Pension Investment Board. ...

Superannuation

Self-managed superannuation funds (SMSF) are beginning to appeal to a much younger demographic, Australian Tax Office (ATO) data shows. ...

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Editorial

The blurring of lines between developed and emerging markets have made global equities a tricky investment zone, but that doesn’t mean there aren’t lucrative opportunitie...

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Financial planning

Shine Lawyers is set to launch as class action against Sandhurst Trustees after securing a Federal Court ruling relating to the $30 million collapse of failed property le...

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Editorial

While fixed income can still offer compelling value for advisers and investors, there are a few road traps to be mindful of, Ross Kent writes....

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Funds management

Growing numbers of investors are taking the plunge and following financial advisers’ recommendations to try direct investments through separately managed account (SMA) se...

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Editorial

With traditional asset choices no longer offering the portfolio diversification they once did for Australian investors, Alexander McNab makes the case for alternative ass...

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Financial planning

ASIC has cancelled the licence of a subsidiary of the collapsed Banksia Financial Group but will continue investigation...

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Financial planning

Lawyer points to possible action against planners and accountants as Timbercorp class action fails....

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Financial planning

When people discuss margin loans they inevitably refer to margin calls, but Julie McKay writes that a good understanding of the system can help investors navigate the cha...

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Editorial

Rudi Minbatiwala looks at the challenges of objectives-based strategies and the drawbacks associated with the simplifications of the risk concept....

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Financial planning

AMP Capital institutional and platform-only funds now open to retail investors....

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Financial planning

Certitude Global Investments has extended its Melbourne team with the appointment of Jennifer Savedra as business solutions manager....

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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 21 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 12 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