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GLOBAL FINANCIAL CRISIS
Funds management
The outlook for Australian real estate investment trust (AREIT) funds has improved in Morningstar's latest review of the sector, with six funds upgraded and improved fund...
Financial planning
The Federal Government has begun the process of phasing out pension drawdown relief....
Policy & Regulation
It may be two years before the full impact of FOFA on planning practice valuations becomes clear....
Financial planning
FOS backs actions of planner after client accountant's tax-related strategy ends in complaint....
Financial planning
More than half of bank, insurance and financial services employees have seen customers steered toward financial products they may not have needed, a survey has found....
Financial planning
T. Rowe Price has announced the launch of its Australian equity capability, which is likely to happen at the end of November, according to director for Australia and New ...
Financial planning
Major economies once shared strong correlations, underpinned by stable growth and low inflation. But since the GFC, different countries are going down very different path...
Editorial
Relatively attractive performances throughout the global financial crisis have revived interest in bonds and other fixed income assets, writes Stephen Hart....
Financial planning
Janine Mace outlines the key factors investors must take into consideration before jumping back on the global equities train....
Financial planning
Don’t let political instability, natural disasters and rising commodities deter you, writes Janine Mace – now is the time to invest in global equities....
Financial planning
A relative newcomer has been named the winner of the Rising Star category at the Money Management/Lonsec Fund Manager of the Year Awards this year....
Financial planning
They may have a world of stocks to choose from, but being concentrated and risk-aware has helped the Five Oceans Asset Management team over the line with the 'World Fund'...
Editorial
The Federal Government may have handed down its Future of Financial Advice (FOFA) proposals but that has not served to end uncertainty in the financial services industry....
Financial planning
The reverse mortgage market is returning to 2008 levels, but financial planners are missing in action, according to Senior Australians Equity Release Association (SEQUAL)...
Financial planning
Colonial First State (CFS) has awarded three alternatives mandates as part of an overall review of the allocations within its FirstChoice platform....
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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...