FIXED INCOME

Features

The meteoric rise in the popularity of exchange traded funds is undeniable but it has its naysayers. Meanwhile, there are abundant opportunities for planners, Malavika Sa...

Funds management

ESG practice should go beyond the integration of ESG factors into the investment process and should include engagement with issuers, according to Frontier Advisors....

Knowledge Centre

Investors can no longer rely on traditional yielding assets to generate income. Where can investors find the best income opportunities globally?...

Knowledge Centre

Understand what the likely impact of future changes in interest rates will have on bond market performance. ...

Tools & guides

Minh Ly looks at modelling strategies to help advisers help clients understand how likely a desired spending level can be sustained during retirement....

Funds management

Data from FE Analytics showed three of the top five best performing fixed income funds between May 2014 and May 2017 are Macquarie funds....

People & Products

Vanguard has appointed Tim Buckley as its new CEO while former Vanguard Investments Australia director, Greg Davis, has become CIO....

Funds management

Managers need to use a range of investment strategies to optimise returns from Australian fixed interest in the current environment, according to Zenith....

People & Products

UBS Asset Management Australia has announced the appointment of Patrick Jung to the position of fixed income specialist....

Awards

An overweight allocation to investment grade corporate debt and active management of interest rates helped Henderson grab the Australian Fixed Income award at the Fund Ma...

Features

Dr Michael Hasenstab looks at unconstrained fixed income strategies that focus on generating absolute return and investment allocations that are outside core indices....

People & Products

FIIG Securities believes it now has Australia’s largest sell-side credit research team of six after it announced two key hires....

Features

A Money Management roundtable has signalled that judging duration exposure remains a key factor in the fixed interest space in the face of continuing uncertainties in the...

Features

Planners need to ensure that the defensive parts of their client's portfolios are truly defensive in the face of uncertainty in the global bond market....

Features

Financial planners need to be frank with their clients and persuade them to accept the inevitability of a lower return environment. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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