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Financial planning
Mariner Financial has launched its anticipated Mariner Lifestyle Bonds product, making it the first product to come out of the group’s stable since its formation in May l...
Funds management
Barclays Global Investors (BGI) has kicked-off an absolute return fund - the Barclays Global Markets Fund - after identifying demand from financial planners for an ‘all w...
Financial planning
Question: Are insurance bonds still a viable alternative to invest for children? I recall that the taxation treatment of insurance products such as bonds and endowment po...
Financial planning
Some investors are unaware of the risks associated with debentures and unsecured notes, says Margaret Callinan....
Funds management
OFM Investment Group will be launching a new range of friendly society bonds using van Eyk’s Blueprint Funds....
Editorial
Conventional portfolios have largely failed retail investors and financial planners need to reconsider incorporating a fuller range of appropriate investments, according ...
Funds management
Australian equities were the stand-out performer when compared to other asset classes in the month of October, after the S&P 200/ASX finished up 3.2 per cent....
Financial planning
The bond market has replaced equities as investment portfolio underachievers over the last quarter, a turnaround after having outperformed shares consistently over the pr...
Financial planning
Financial planning business management group Customer Acquisition and Retention Management (CARM) formally launched its web-based Guided Planning System (GPS) today....
Financial planning
Despite moving away from funds management and returning to its risk-based roots, Tower Australia is forging ahead in forming its newly created asset management group, app...
Financial planning
Australian Financial Services licensees will be assisted in meeting the Financial Services Reform (FSR) Act PS 146 requirements following the creation of a new online ser...
Financial planning
Markets in August provided growth-oriented superannuation funds with another bumper month of returns, reinforcing the notion that investors should focus on long-term inve...
Financial planning
Bonds have traditionally been seen as the safe alternative and have performed particularly well in recent times. But how long will it last? Ben Abbott reports....
Editorial
Investors rattled by the underperformance of some traditional asset classes over the past few years may be warming to the inclusion of alternatives in their portfolios. C...
Financial planning
With the sun now peeking through on international stock markets, Ben Abbott reports on how fund managers have managed to weather the storm....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...