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Financial planning

Household savings rates in many OECD countries have fallen sharply in recent years, with the United States, Canada, Britain, Australia and New Zealand now having the lowe...

Financial planning

The double digit returns secured by the majority of Australian superannuation funds in 2004-05 have been reinforced by REST Superannuation which last week announced a 12....

Financial planning

The boom in self-managed superannuation funds could soon end if experiences in the United States are repeated in Australia....

Financial planning

Swiss-based asset manager Julius Baer Investments is taking its first steps into the Australian market with the launch of a absolute return bond fund for local investors....

Financial planning

A former responsible officer of Goldman Sachs JBWere subsidiary Invia Custodian has been permanently banned from providing financial services for misappropriating company...

Financial planning

The median growth-orientated superannuation fund returned -1.5 per cent in April, according to an Intech survey, the lowest one-month result since the median fund returne...

Financial planning

Superannuation fund members have been cautioned against expecting returns to match those of the last few years....

Financial planning

The ultimate ‘uptown’ funds manager, Connecticut’s Bridgewater Associates, has chosen Australia for its first foray into the retail market....

Financial planning

Perennial Investment Partners has been mandated by Intech Investment Consultants to manage $300 million in its Australian fixed interest trust....

Financial planning

Balanced funds posted their first month of negative returns in March since July last year, on the back of weaker share markets....

Financial planning

Listed property trusts were the darling of the Australian market in 2004, returning 32 per cent. No one believes there will be a repeat performance in 2005, but more than...

Financial planning

Foreign asset management firms have managed to gain a surprisingly firm foothold in the Japanese marketplace, according to a study published this week by Boston-based fir...

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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 week 4 days ago

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

1 month 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 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days 12 hours ago

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

2 weeks 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. ...

3 weeks ago
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