RISK MANAGEMENT

Financial planning

Boutique fund manager Instreet is expanding its Link series with the introduction of the Link DS hedging product, which has received a 'recommended' rating from Lonsec....

People & Products

Securitor has expanded its internal research team from seven to 13 over the past 12 months as it moves to take a greater responsibility for research in-house, with more g...

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Financial planning

Mary Ferizis outlines the key legislative changes regarding margin lending, and the impact the changes will have on financial advice....

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Financial planning

Matthew McLenaghan explains how to make a bond fund perform when interest rates are rising....

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Financial planning

Everest Financial Group's largest shareholder, the Wingate Group, is seeking to have the current board overthrown and replaced with three new directors....

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Financial planning

APRA has released a discussion paper that seeks to dramatically broaden its supervisory mandate to cover diverse financial conglomerates, which it considers are currently...

Financial planning

Risk management is often viewed as something of a thankless task. Sonnie Bailey discusses the best way to sell the concept to clients....

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Editorial

Adhering to some basic guiding principles will help investors avoid some of the hidden pitfalls presented by the current Australian equities market, writes Michelle Lopez...

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Financial planning

The Treasury’s whistleblowing options paper has attracted a varied response, some of it condemning the approach as a step in the wrong direction....

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Financial planning

Mortgage brokers have been going through an evolutionary period since the new National Credit Protection Legislation came into effect on January 1, and the challenges the...

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Financial planning

Standard & Poor’s has released the ratings of funds in its multi-sector review, including 77 capabilities from 15 different fund managers across the wholesale and retail ...

Financial planning

AIST calls for subsidisation of pre-retirement financial advice and tax deductibility for other advice....

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Financial planning

Claire Wivell Plater, director of Gold Seal Risk Management Services, has questioned the need for imposing a fiduciary duty on financial advisers, who she proposes in man...

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Financial planning

New Watson Wyatt research has defined the extreme risks confronting investors....

Editorial

In the wake of recent corporate scandals and the global financial crisis, Ray Griffin asks whether the label ‘financial planner’ has become a burden to the industry....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago