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VALUATIONS

Financial planning

With small financial advice firms vulnerable to key person risk, there can be a tangible monetary cost to a practice’s value if the owner dies suddenly. ...

Funds management

Relative value looks more finely balanced at the start of this year with opportunities for positive total returns and valuations point to the potential for higher prices ...

Funds management

Nine years into the global market’s bull run, ETFs appear to be pushing US tech stocks into unrealistic valuations in ways that may end badly for many, a new whitepaper s...

Funds management

Magellan founder and chief investment officer, Hamish Douglass has defended his firm’s continuing exposure to US stocks and suggested that claims they are over-priced may...

Funds management

Given the extreme valuations attributed to key growth stocks, and the likelihood that interest rates have bottomed, Maple-Brown Abbott argues that value is set for a peri...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago