BONDS

Financial planning

Deborah Wixted takes a look at the Federal Budget changes to superannuation, taxation and social security and examines what it will mean for the clients of financial plan...

Editorial

Alternative investments traditionally offer a buffer against market volatility. Chris Kennedy finds out how they have fared over the course of the last 12 months. ...

Financial planning

Investec Asset Management is looking to take advantage of what it sees as an opportunity in emerging market debt to acquire new investments from Australian institutional ...

Funds management

Australians have not yet given up on equities, but this may change due to the current market correction, according to the head of PIMCO Australia, John Wilson....

Funds management

Macquarie Investment Management has taken out the Fixed Interest (Diversified) category of this year’s Money Management/Lonsec Fund Manager of the Year Awards....

Policy & Regulation

Older savers using interest-bearing products receive tax break....

Financial planning

Listed Australian companies will be able to more easily raise funds from retail investors, and investors will be given tax breaks on interest earned on corporate bonds....

Financial planning

Wealth management firm Yellow Brick Road (YBR) will partner with technology provider OneVue to offer Australian retail investors a new universal managed account (UMA)....

People & Products

BT Financial Group has appointed former ING Investment Management (INGIM) senior portfolio manager Ron Mehmet as portfolio manager, fixed interest....

Financial planning

Stephen Hart explains how to use hybrid securities in place of equities to reduce risk, but without compromising returns....

Editorial

The current environment is delivering high yields and attractive risk-adjusted returns in the corporate bond market. Andrew Lill explores the opportunities for investors ...

Financial planning

Matthew McLenaghan explains how to make a bond fund perform when interest rates are rising....

Financial planning

Stephen Hart and Bill Keogh explain how an anomaly in the term deposit market means investors can increase returns while reducing risk....

Funds management

Fund managers have a more cautious market outlook due to sovereign risk concerns in Greece and other European countries, according to the latest Investment Manager Outloo...

Financial planning

Paradigm Wealth Management has transitioned $70 million to its Managed Account Service from traditional platforms, enabling it to implement a true fee-for-service approac...

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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’...

1 month 3 weeks ago

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

2 months 3 weeks ago

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

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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