BONDS
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...
Financial planning
The Ethical Investment Company of Australia (EICA) has signed an agreement with ACTU Member Connect to provide ethical financial planning services to its union members....
Editorial
It has become common for discussions on the factors influencing investment markets to refer to the ever-growing sums in superannuation. A significant proportion of this c...
Funds management
Listed property trusts (LPT) have finished 2001 as the best performing asset class for Australia investors, rewarding those who flocked to defensive sectors both before a...
Financial planning
Shrugging off recent ructions surrounding its management, Morningstar has downgraded BNP Paribas and Merrill Lynch Investment Managers (MLIM), dropping the first to one s...
Editorial
When presented with graphs and tables it is worth considering how that data was chosen and for what reasons. Rob Keavney examines the techniques used by managers to sell ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...