BONDS

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....

Financial planning

The Macquarie Bank is preparing to take on the Australian Tax Office (ATO) in court in a bid to reverse the tax office’s decision to disallow tax deductions for so-called...

Editorial

Efficient Market Theory (EMT) argues talent and effort have no affect on market outcomes. ROB KEAVNEY analyses the theory and its impact on developing investment methodol...

Financial planning

To capitalise on the growing appetite for ethical investments, AMP has added 15 new investment options to its corporate super master trust, CustomSuper, which includes th...

Financial planning

Listed financial services group Challenger International has launched a new high yield fixed interest fund with a goal to significantly outperform traditional cash and fi...

Financial planning

A multi-manager approach to investing in equities is gaining momentum. But as FIONA MOORE reports, it means planners will need to redefine where they add value....

Funds management

Fiducian Portfolio Services has increased its exposure to fixed interest with the appointment of Barclays Global Investors Overseas Bond Index Fund to its fixed interest ...

Editorial

Hedge Funds of Australia has carved a successful niche in the hedge funds market. FIONA MOORE talks to the engine behind the machine and asks what more we can expect from...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 4 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 3 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 3 days ago