CAPITAL PRESERVATION

SMSF

Self-managed superannuation funds should look to managed funds for capital preservation post-COVID, according to Cor Capital....

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Financial planning

Overcommunication and capital preservation are key when helping clients allay any concerns during this current volatile bear market, according to Centrepoint Alliance....

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Financial planning

More investors are looking to protect their assets and income from market falls and environmental, social, and governance factors are becoming a priority when selecting i...

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Funds management

Real Return funds have proven their worth, according to Zenith Investment Partners, by protecting capital during the sell-off in the fourth quarter of 2018....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

2 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

3 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

3 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago