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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 ...
Financial planning
America’s Certified Financial Planner (CFP) Board is planning to relinquish some of its control to a new ruling world board, leaving the final say on global CFP matters t...
Financial planning
Perennial Investment Partners has signed an alliance deal with Western Asset Management Company, in a move designed to give Australian investors greater access to global ...
Financial planning
The Bank of New Zealand has for the first time ever taken out the FundSource Fund Manager of the Year Awards and has also taken out the top award for international shares...
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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...