BONDS

Editorial

Global credit, with its historically high yields, should feature in any fixed-income investment, writes Matthew McCrum....

Financial planning

Zenith Investment Research has placed a 'recommended' rating on two new absolute return funds, AQR Delta and the JANA Triplepoint....

Financial planning

ASIC produces a consultation paper aimed at discussion around the creation of retail access to corporate bonds....

Financial planning

The global financial crisis (GFC) has caused unnecessary concern around more complex investment products, leading investors to miss out on significant gains, according to...

Editorial

Robert Keavney considers the active versus passive funds management debate and concludes that both sides’ arguments are too simplistic....

Life/Risk

The Tax Office has issued an alert about life insurance bonds issued from tax havens to Australian residents that are aimed at circumventing tax payable under foreign inv...

Financial planning

With universal rejection of the proposal to mandate superannuation investment into infrastructure assets, the search for alternative methods to meet the shortfall in infr...

Editorial

Trustees should be free to make investment decisions without regulatory influences that create artificial markets for certain classes, writes Pauline Vamos....

Financial planning

A reluctance to commit to infrastructure investment may prompt the Federal Government to look to alternatives such as bonds to fund future projects....

Financial planning

Three people who ran an investment advice business without being licensed have been given prison sentences, although all were fully suspended....

Financial planning

The occurrence of range-bound markets is an interesting dynamic for managed futures and generally means that investors should adopt a long-term time horizon when investin...

Superannuation

Can inflation-linked Commonwealth government and semi-government bonds provide a suitable investment option for those needing a truly defensive portfolio? Stephen Hart in...

Editorial

Doug Turek describes how bonds can be used as an easy-to-drive vehicle to a successful retirement....

Funds management

Equity market gains and stabilising economic activity help returns in several funds....

Financial planning

The AMP Capital Asian Equity Growth Fund and the AMP Capital Corporate Bond Fund have been added to new platforms, making them accessible to more investors....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 2 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 3 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 4 days ago
moneymanagement logo