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BONDS

Editorial

The Government guarantee on deposits was recently capped at $250,000. Tamara Radice details the facts about the change and explores options available to investors under t...

Funds management

Yesterday's S&P/ASX Australian Fixed Income Index Series launch is an important step in towards the creation of fixed income exchange traded funds in Australia, according...

Editorial

Robert Keavney agrees that the USA should be stripped of its AAA rating - and wonders whether it could be downgraded further. ...

Editorial

Stephen Hart outlines a low-risk strategy to double an investor’s money in 10 years....

Funds management

Portfolio allocation theory needs to be improved as retirees worry about a significant reduction in their capital base, according to data released by the Property Funds A...

Financial planning

The search for safety amid global market downturns has hailed the return to more conservative asset classes, according to EPFR....

Financial planning

With traditional income-yielding investments such as government bonds delivering poor yields, there has been significant growth in the number of income funds that are bas...

Financial planning

With the typical balanced portfolio in need of more risk diversification and the traditional safe haven of bonds offering little yield, investment grade credit and privat...

Editorial

Post global financial crisis regulation, changing government policy and a shift in demographics have created a very different investment landscape to that of previous dec...

Editorial

What is an appropriate fee structure and level for an Australian equities fund for which performance fees are charged?...

Editorial

This month PortfolioConstruction Forum asked the research houses: What is an appropriate fee structure and level for an Australian equities fund for which performance fee...

Financial planning

Bond benchmarks are "structurally flawed", and bond performance targets for fund managers should instead be referenced to cash, according to Standard Life Investments hea...

Financial planning

Amid moves to address perceived conflicts of interest in the financial planning industry, questions have been raised about BOLR arrangements. Meanwhile, recent comments b...

Financial planning

The 2011 financial year brought many changes to the financial services industry, and many are yet to come. John Perri has provided a snapshot of the activity coming out o...

Financial planning

Many clients are currently seeking safer asset classes to protect their wealth from further market downturns. Tamara Radice examines ways in which bond portfolios can del...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

5 days 13 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago