Fixed income next smart beta frontier


The application of smart beta strategies to fixed income investing would be a key trend in Australia’s exchange-traded product industry in the coming years as the sector continued to mature, according to State .. Read More

Appetite for Aust equities hits record highs


Investor sentiment had returned to its highest level in two years on the back of the continued steep rise in Australian equities, the latest CoreData research found. The latest quarterly Investor Sentiment Index.. Read More

Personal investment market a wealth opportunity: RiceWarner


Changes to platform fees and the introduction of lower-cost investment products would provide Australia’s wealth management industry with greater access to the country’s personal investment market, an ind.. Read More

SMSF opportunities exist outside residential property


Australian investors, particularly self-managed superannuation fund (SMSF) trustees, need to consider greater diversity of their property portfolios, with trends showing investors are overexposed to residential prope.. Read More

Due diligence on micro-caps can’t be bypassed


The complexity of micro-cap investments means self-directed investors cannot ignore adequate research, due diligence and an understanding of intrinsic value when it comes to directly investing in the sector. &ld.. Read More

BTFG outlines new platform time frame


BT Financial Group (BTFG) has released details of the rollout of its $150 million next generation investment platform, with the group set to introduce a cash offering later this year and investment and self-managed s.. Read More

Trust board reaffirms no-action stance on takeover


The board of the Trust Company is steadfast on its advice to shareholders to take no action over the takeover bid by Equity Trustees (EQT). In a company guidance announcement to the Australian Securities Exchang.. Read More

Tucker departure a mutual decision: NAB


Steve Tucker’s departure from National Australia Bank’s (NAB) wealth division was a mutual decision and not based on performance concerns, the banking group’s chief executive said yesterday. &l.. Read More

Centuria makes senior property hires


Centuria Capital property funds management subsidiary Centuria Property Funds will appoint a new listed property chief and promote its property executive ahead of its plans to deploy a three-level strategy over 2013... Read More

Research house ‘product boxing’ limits client outcomes


The research house practice of categorising funds into specific boxes meant advisers and clients were being denied access to certain types of products, a funds management executive said yesterday. Pengana Funds .. Read More

Platforms progressing despite spending fall


Investment platforms cut back their spending on new development during 2012 and instead focused on improving insurance offerings and reporting, the latest Investments Trends research has found. The “Decemb.. Read More