Powered by MOMENTUM MEDIA
moneymanagement logo
 

BONDS

Editorial

Investors should have fixed income allocations to lower portfolio risk and avoid the disasters of the past few years, argues STEPHEN HART....

Financial planning

AUI considers product development under the LifePlan banner....

Funds management

Queensland University of Technology research suggests the worst may be over for listed property trusts....

Funds management

The revaluation of shares during the financial crisis has depressed the sector's long-term returns....

Editorial

Life is messy, and investing is no exception. Dominic McCormick writes why he believes investors are not well served by current asset allocation methods....

Financial planning

A number of failures of governance at a director and business level contributed to the global financial crisis, offering a number of lessons for the future, according to ...

Financial planning

FIIG Securities has launched a financial planner services unit focused on providing access to fixed-income investments....

Financial planning

The fund will enable investors to take advantage of attractive investment opportunities in the Asian fixed income market, according to VAM....

Editorial

The rapid expansion of the financial services industry in Asia was fuelled by an unprecedented bull market run. However, in the wake of the global financial crisis, some ...

Superannuation

Government bonds, infrastructure bonds and CPI-linked bonds can underpin a long-term retirement product....

Financial planning

BRAD NEWCOMBE considers the differences between fixed and floating bonds and how to choose between them in the current market turmoil....

Financial planning

ASX200 outperforms two-thirds of active funds over five years and half of all active funds over the last year....

Financial planning

While some advisers may feel they don't have the skills to deal with estate planning, investment bonds allow them to offer an estate planning strategy within their existi...

Editorial

Many investors have seen their core beliefs turned upside down in the past year. Rob Arnott of Research Affiliates discusses at this year's Portfolio Construction Confere...

Funds management

High quality corporate bonds offer Australian investors historically high yields in the short to medium term, despite an anticipated surge in government debt issuance, ac...

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’...

5 days 15 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