Editorial

Financial services group Snowball has released its preliminary annual results and despite a 538 per cent increase in revenue to $5.24 million, will post an overall loss o...

Editorial

What should we be doing in asset allocation?

In the last article I discussed what I believe are the limitations to the current approach to asset allocation of much of the financial planning (and funds management) in...

Editorial

Challenger’s hold on annuities takes profits higher

Challenger International has attributed a 24 per cent rise in year-on-year profits to an increase in sales of annuity and funds management products....

Editorial

IWL posts loss despite revenue upswing

IWL has experienced a 76 per cent, or $6.5 million, increase in operating revenues in the year to the end of June, but ended up with an overall loss of $1.2 million....

Editorial

When small funds get too big

Small cap funds have done well in the last year but they are becoming more difficult to access, as GEORGE LIONDIS discovers....

Editorial

Risk tolerance: it’s all about returns

In a recent column, Robert Keavney reignited the risk profiling debate. LISA CHAMBERS argues that planners are legally obliged to understand their client’s risk tolerance...

Editorial

Income streams can flow from different sources

Diversification can be as important for investors looking for a regular income stream as it is for those looking for capital growth, writes ROB KEAVNEY....

Editorial

Do fund of funds serve the retail investor?

Fund of funds investment vehicles continue to gain investor dollars and adviser support as each seek easier ways to invest. However, MARK KNIGHT questions whether the fun...

Editorial

Are we failing clients in asset allocation?

Despite the emphasis placed on the importance of asset allocation, DOMINIC McCORMICK thinks traditional wisdom on what constitutes strategic asset allocation leaves a lot...

Editorial

IAG focuses on financial services despite profit slump

NRMA parent Insurance Australia Group (IAG) has pumped $12 million into its financial services division during the 2001-02 financial year but has experienced a net loss o...

Editorial

MLC to compensate investors for losses

MLC has announced that it will compensate investors in its superannuation products who suffered a loss in the value of their investment when they were transferred from si...

Editorial

Facing the music in a low return market

As the global economy continues to reel from the events of September 11 and corporate collapses both here and overseas, investor confidence has been shaken. NICOLE SZOLLO...