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| | | Most financial planners value a planning business between two and three times the recurring revenue and expect a claw back clause, according to an industry survey. In a nation-wide survey of planners, Radar Results found that the highest demand for ... |
| | | | One quarter down and so far... so fantabolously fabulous. Oh yeah, oh yeah. Those of you who are omni-connected to your iGadgets would no doubt have read the news by now (nay, two days ago) about how Wall Street's two most watched indices - the Dow ... |
| | | | Australian stocks opened flat on Friday, following a mixed lead from Wall Street. At 1030 AEDT, the benchmark S&P/ASX200 index was up 3.7 points, or 0.09 per cent, at 4,311.6 points, while the broader All Ordinaries index had risen 2.5 points, or 0.06 ... |
| | | | Advisers should rethink growth asset allocations and prepare to protect portfolios against fiscal constraints, delegates heard at an industry event. These were two key messages from global investment manager PIMCO, delivered at yesterday's Adviser's ... |
| | | | Physically backed exchange traded funds offer cost advantages for institutional investors holding a position longer than three months, according to new research. A report released by State Street Global Markets found that for time horizons under three ... |
| | | | Australia and Japan currently make up half the Asia region mutual fund market, but China's rapid rise could change the dynamic and create new opportunities for investment managers able to tailor their distribution models. Mutual fund assets across the ... |
| | | | Legg Mason's Australian Real Income Fund has received the rating of 'Highly Recommended' by research house Lonsec. Lonsec awarded the 'Highly Recommend' rating, in part, for the "improved resourcing and skills of the investment team responsible for ... |
| | | | The ASX has awarded funding to a 12-month $1 million equity research scheme to produce independent research on listed small and medium-caps. Targeted at the 92% of ASX-listed entities (around 1,800) with a market capitalisation less than $1 bn, the ... |
| | | | The Future of Financial Advice legislation has successfully passed through the House of Representatives to very mixed reactions from the wealth management industry. Minister for Financial Services Bill Shorten called the legislation "historic reforms" ... |
| | | | Looks like investors are again getting the hippy, hippy shake. Yes, Virginia, investors are seemingly unsure which way to go from here. Continue gobbling (stocks) or start wobbling. You'll get that same feeling when you look at Wall Street's performance ... |
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