BONDS
Financial planning
If you are a financial planner who is really interested in the welfare of your clients, I hope you will read this article. ...
Financial planning
International shares had a tough run in February, thanks to continued downturns on the Nasdaq and European markets....
Financial planning
The Australian Scholarships Group Friendly Society (ASG) has launched two new education funds, enabling investment in fixed interest securities for the first time....
Financial planning
Any chances Global-e Investments had of relaunching its bonus bond-cum-e commerce investment have been scuppered by mass staff resignations....
Superannuation
While the announcement of rate cuts yesterday by the Reserve Bank of Australia was good news for home-owners, the Financial Planning Association (FPA) believes it is bad ...
Financial planning
SMF Funds Management has won a $14 million mandate from one of the largest Victorian-based health superannuation funds....
Funds management
A Central Coast businessman has become the first Australian to be charged with offences relating to giving phoney international bonds to investors, according to the Austr...
Financial planning
Conservative investors may end up with the bigger returns for 2000 as conservative asset classes such as bonds outperformed growth assets such as shares....
Financial planning
Efforts to rescue Equitable Life, which closed its doors to new investors last month, are now seen as crucial to save the world’s oldest mutual....
Funds management
A rising Australian dollar plus uncertainty in the US have severely damaged international equities for the month of November....
Financial planning
The world’s oldest mutual life company, Equitable Life, has closed its doors to new investors. ...
Funds management
In my capacity as president of the Australian Direct Property Investment Association (ADPIA), I am writing to inject some balance and objectivity into the debate about th...
Funds management
Lifeplan Financial Group has begun discussions with two fund managers with a view to a merger or acquisition within the next few months. ...
Editorial
History is bunk according to Henry Ford but the same doesn't necessarily apply to the financial world where history can often provide valuable pointers to the future. For...
Financial planning
New rural industries such as herbs and durians have the potential for strong rates of return and low break-even points, a new financial modelling reports reveals....
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...