Industry funds surpass bank-owned funds

24-Jul-2017

Independent data measuring the performance of Australia’s superannuation funds showed the performance gap was widening between not-for-profit industry super funds and for-profit retail super funds. The la.. Read More

Industry funds surpass bank-owned funds

24-Jul-2017

Independent data measuring the performance of Australia’s superannuation funds showed the performance gap was widening between not-for-profit industry super funds and for-profit retail super funds. The la.. Read More

Aussie shares shine despite mining decline

24-Jul-2017

The end of the mining boom saw many investors dismissive of the Australian economy, but the local equity market still presents many strong opportunities, particularly within the financial services sector, according t.. Read More

Rise of passive could hit inflection point

24-Jul-2017

While the increasingly fee-conscious nature of Australian investors has seen greater pressures on active managers and a swing towards passive, the tides may be about to turn and current market conditions presented a .. Read More

Managed accounts uptake sees broader appeal

24-Jul-2017

Managed accounts are no longer the domain of high net worth individuals as more than 40 per cent of advisers believe they are appropriate for lower balance clients, with the independent financial adviser market being.. Read More

Opinion – Income can be protected from rising rates

21-Jul-2017

Many market commentators have warned that investors face significant losses on their income portfolios as yields around the world begin to rise from record lows. Their warnings gained some validity when bond yie.. Read More

Affinity purchase offers advice to all stages

21-Jul-2017

Wealth management firm Affinity Group has launched a Brisbane practice offering ‘life cycle’ advice services by purchasing 50 per cent of a practice formerly operating under AMP advice group Hillross. .. Read More

ASIC bans PIS adviser for dishonest conduct

21-Jul-2017

A former Professional Investment Services (PIS) financial planner has been permanently banned from providing financial services for engaging in dishonest conduct and misleading clients. Between September 2010 an.. Read More

Govt announces financial services tax changes

20-Jul-2017

The federal government has announced a range of changes to financial services tax arrangements that it said would help to “mature the industry”. The changes were a response to industry concerns abo.. Read More

Renewable energy in DomaCom’s sights

19-Jul-2017

Fractional investment platform DomaCom has set its sights on renewable energy investment by signalling its intention to crowdfund the purchase of a $4.3 million property in northern New South Wales, with investors ex.. Read More

Euro banks to boom in high-rate environment

19-Jul-2017

European financial services stocks presented a strong opportunity for value-focused global equities investors given the reform of the regional economy in favour of well-capitalised and customer-centric banks, accordi.. Read More

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