POWERED BY MOMENTUM MEDIA
VANGUARD
Superannuation
Investors are likely to place themselves in ‘immense risk’ in the future as their portfolios will need to be 100% allocated to equities if they want to make returns from ...
Features
Laura Dew explores how estate planning varies by age and what people need to do at each different stage of their life....
Financial planning
Since 2007, the number of self-managed super funds using a financial planner has not grown at the same level as the amount of new trustees. ...
Funds management
Some $10,000 invested in Australian shares 30 years ago would have grown to more than $130,000 this year, second only to US shares, according to Vanguard. ...
People & Products
Current head of product strategy, Balaji Gopal, will lead the personal investor business and join the Australian executive team....
Funds management
Macquarie Asset Management ranked 55th out of the largest 75 asset managers in terms of its responsible investment approach and has been given a ‘D’ rating by ShareAction...
Financial planning
Portfolio, financial, and emotional outcomes as a result of financial advice needs to be assessed in the Retirement Income Review, according to Vanguard....
Features
As people become conscious of the impact of climate change and what they can do to help mitigate it, Chris Dastoor writes where they invest can help drive change....
Expert Analysis
The new regulatory and education changes for financial advisers may lead to more demand for low-cost funds, Evan Reedman writes. ...
Funds management
Only one of the five least volatile global equity funds achieved a higher return than the sector average....
Funds management
The US, which represented the second largest ownership in the ASX 200, have seen index funds increase its ASX ownership to 21% from 2014, according to the study by Orient...
Expert Analysis
Not all managed accounts are created equal and it is up to advisers to ensure their clients get the right solution for their needs, writes Vanguard’s Balaji Gopal. ...
Funds management
Investors are still seeking safe havens in ETFs amid market volatility, according to Vanguard....
Financial planning
Financial planners move from being investment pickers towards asset allocators, according to a report by Investment Trends....
People & Products
Vanguard has announced three new actively managed funds: the Active Global Growth Fund, Active Emerging Markets Equity Fund, and Active Global Credit Bond Fund....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...