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BONDS
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....
Life/Risk
Australian Unity has restructured its life insurance operations, including its bond products, and has spun to divisions out into a new company called Australian Unity Inv...
Financial planning
The administrators of the failed Wattle Group have pleaded guilty to charges of being knowingly concerned in the promotion of prescribed interests in contravention of the...
Financial planning
Growth funds are beginning to reward the faith some investors have placed in them after the median fund experienced five successive months of positive returns, following ...
Funds management
The Russell Investment Group has claimed tactical asset allocation seldom adds value to diversified portfolios and investors who time the market and tilt portfolios to fa...
Financial planning
Absolute return fund manager Basis Capital Management has had its successful flagship fund made available to the retail market, with both BT and Macquarie now offering th...
Financial planning
The valuation gap between growth and value stocks has narrowed significantly both domestically and globally, research-house Assirt claims after completing its annual mana...
Financial planning
Australian managed funds experienced outflows of more than 10 per cent over the past financial year as investors took flight to bonds, cash and property in what was anoth...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...