BONDS

Financial planning

The US economy is facing another five years of see-sawing economic activity, although the outcome of the Iraq crisis will have some impact on future trends, says Daniel F...

Financial planning

Perennial Investment Partners has been applauded for making a number of good strategic choices in its funds management process, with the Assirt research house saying the ...

Editorial

Despite the emphasis placed on the importance of asset allocation, DOMINIC McCORMICK thinks traditional wisdom on what constitutes strategic asset allocation leaves a lot...

Editorial

Diversification can be as important for investors looking for a regular income stream as it is for those looking for capital growth, writes ROB KEAVNEY....

Life/Risk

Despite their low profile, insurance bonds can offer some real benefits, according to JENNIFER BROOKHOUSE, with investment and tax advantages....

Editorial

As hedge funds become ever more popular, a dazzling array of options are becoming available. LACHLAN GILBERT takes a look at these options and how they operate in the mar...

Funds management

Boutique hedge fund manager Hale and Shepherd Investments has launched its first investment product – a mixed financial commodity fund....

Financial planning

Will risk profiling stand up in the face of a liability claim? ROBERT KEAVNEY explores the strengths and weaknesses of risk profiling in an increasingly litigious busines...

Financial planning

Alternative investments challenge the very core of investment theory because they open up the debate between relative and absolute returns. As FIONA MOORE reports, it is ...

Editorial

An understanding of market movements is essential for financial planners and as ROBERT KEAVNEY writes, taking a longer term view will always reveal the underlying fundame...

Financial planning

Active fixed interest has taken a back seat in recent months, but a new report by Assirt says active fixed interest managers are being treated unfairly. LACHLAN GILBERT r...

Financial planning

UBS Global Asset Management came from almost nowhere to win this year’s Fund Manager of the Year award. DAVID HOVENDEN spoke to John Larum and Colin Woods about the group...

Financial planning

Consistent outperformance across a range of asset classes was the key to accolades in the multi-sector category of the 2002 Fund Manager of the Year awards....

Financial planning

We are rapidly approaching that time of year again when the rush is on to find ways to boost up tax deductions and minimise the tax bill for this year....

Funds management

Market volatility helped finalists in the fixed interest category of the 2002 Fund Manager of the Year awards achieve some impressive performance. John Wilkinson reports....

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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 2 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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