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 ...

image
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...

image
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...

image
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...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 5 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 2 days ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 3 weeks ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 1 day ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 1 day ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 2 days ago