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Financial planning
Treasury Group has announced an increase in funds under management (FUM) but a decrease in net profit after tax (NPAT) in what it describes as a "difficult year" for fund...
Editorial
PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...
Financial planning
PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...
Financial planning
Financial planners have already started to focus on costs as a result of the proposed Future of Financial Advice reforms package, which could significantly boost the appe...
Financial planning
ASIC has released a regulatory guide for contracts for difference (CFD) issuers in order to provide greater disclosure to investors....
Editorial
Many experts look at the bond market as an indicator for future inflationary changes. Dominic McCormick argues recent events, particularly in the US, prove otherwise....
Financial planning
As managed fund inflows struggle to return to pre-GFC levels, share trading and direct investments became increasingly popular with retail investors over the past couple ...
Financial planning
A stagnant investment environment has stifled the oxygen of start-up capital and inflows for new investment businesses over the past year, particularly those wanting to s...
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....
Funds management
ASIC proposes to tighten the disclosure requirements to retail investors around unlisted property....
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. ...
Financial planning
BNP Paribas Investment Partners (BNPP IP) has launched a new fixed income capability in a bid to capture interest from investors seeking a more defensive option....
Financial planning
Major industry research houses have renewed their calls for legislation to be introduced to stop fund managers putting misleading names on their funds....
Financial planning
SimpleWRAP has launched a full service administration wrap with a flat fee pricing model, which the company claims is a first in Australia for both superannuation funds a...
Financial planning
The Australian Securities and Investments Commission (ASIC) has released a class order to extend the transition period for the new shorter Product Disclosure Statement (P...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...