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Financial planning
BT Financial Group has dismissed suggestions the closure of its Tactical Asset Allocation (TAA) division is a risk averse move brought about by its Westpac Bank parent se...
Editorial
Does slow and steady win the race or is it all about a sprint to time the market? A new research report has the answer. Liam Egan reports....
Financial planning
Boutique manager WHTM Asset Management is set to rebrand as Hyperion Asset Management and offload the distribution of its Australian equity and smaller company unitised p...
Editorial
St George Bank’s record profit announcement today of $717 million included a 25.3 per cent increase in managed funds under management to $24.8 billion and subsidiary Seal...
Editorial
ANZ reported a record rise in post tax operating profit today, announcing a 20 per cent jump to $2.8 billion for the year ending September 2004....
Life/Risk
Almost half of Australians believe life insurance is a “waste of money” according to a new Commonwealth Bank survey that found less than one in three adults have a person...
Financial planning
Investors and their advisers have been warned to halve their exposure to ‘market neutral’ strategies, with research house van Eyk reporting a shortage of suitable investm...
Financial planning
Question: My client will be commencing an allocated pension prior to her 55th birthday using the unrestricted, non-preserved monies in her superannuation fund. She requir...
Financial planning
A SIGNIFICANT cultural shift is underway in our attitudes towards retirement....
Financial planning
The impending choice regime has had little impact on the prosperity of the $71.9 billion industry fund market which reaped the strongest inflows in the superannuation sec...
Financial planning
Vanguard is to publish after-tax returns for all its products in what it claims will be a first within the Australian funds management industry....
Financial planning
The findings of a new survey have contradicted the infamous ‘shadow shopper’ report released in February 2003 by the Australian Consumers' Association and the Australian ...
Financial planning
Socially Responsible Investment in Australia has taken off with funds under management jumping by 41 per cent to $21.5 billion over the 12 months ending June 30....
Financial planning
Growth orientated super funds have had a bumpy start to the 2004/05 financial year but ended the September quarter in positive fashion after global shares markets, Austra...
Financial planning
Growth managers have come back to form after returning 11.5 per cent for the 11 months ending May turning around the negative returns of the previous two years....
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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...