RISK MANAGEMENT

Editorial

Boyd Peters considers the listed investment company (LIC) market and the effect investor behaviour has on the share price of LICs....

image
People & Products

AMP Capital Investors has made two senior appointments to its multi-asset group, a specialist division that packages multi-asset, multi-strategy solutions with a risk man...

Financial planning

Challenger has announced several internal promotions and role changes following the departure of co-head of funds management Rob Adams....

Editorial

The Government's Future of Financial Advice proposals may serve to alter the legislative environment but, as Mike Taylor writes, new research suggests much more is requir...

image
Editorial

Pre-occupation with quantitative analysis in the financial markets has not necessarily served us well, says Mark Arnold. He explains how and why modern portfolio theory h...

image
Financial planning

The number of advisers with margin lending authorisation is surprisingly low, although this may be due to continuing conservatism, according to Claire Wivell Plater, mana...

image
Financial planning

Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....

image
Editorial

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

image
Superannuation

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

Editorial

Ron Bewley considers the direction of interest rates when it comes to investing, and asks: when are the best times to fix or float?...

image
Financial planning

The Reserve Bank of Australia (RBA) and the Australian Prudential Regulation Authority (APRA) have agreed to help authorised deposit-taking institutions (ADI) adhere to n...

Financial planning

Clearview Wealth has made two new senior management appointments that will boost its marketing and compliance teams....

Financial planning

Greater flexibility and independence, increasing dealer group fees, and concerns around fulfilling a fiduciary duty are some of the reasons why more advisers are applying...

image
Editorial

Dominic McCormick explains that when it comes to investing, the process is much less important than the character traits and the experience of the investment managers who...

image
Financial planning

Not all research houses are created equal, and even within the leading research houses there are areas of strength and weaknesses that must be accounted for....

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 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. ...

2 days 9 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 13 hours ago