INTEREST RATES
Financial planning
Fixed income specialist FIIG Securities Limited has called for greater transparency in the interest rate market and greater investment diversification from retail investo...
Financial planning
As financial markets dive, bankers and investors alike are wondering whether to rebalance and just how risk averse they should become....
Financial planning
Standard & Poor’s has claimed the increasing risk in ‘safe’ fixed-income securities could be a disaster waiting to happen and that some investors had no idea of the poten...
Funds management
Leading industry researchers have called for changes to the direct property sector to match investor expectations on fees, diversification and liquidity....
Funds management
Thirty per cent of Australians view property as their preferred asset class, according to Elderslie Finance Corporation’s third investment opinion survey, up from 17.5 pe...
Financial planning
Chair of the Future Fund Board of Guardians, David Murray, has outlined that the Future Fund will not only act as a vehicle to meet the Government’s existing superannuati...
Financial planning
If history is anything to go by, Australia’s economy is teetering on the brink of recession, according to ANZ chief economist Saul Eslake....
Financial planning
Anybody looking to identify the gambling streak that reputedly characterises Australians as a people would be hard pressed to find evidence of it in the margin loans sect...
Financial planning
Customers of several licensed reverse mortgage products could end up losing their home for being late with paying their rates or for forgetting to fill in forms, accordin...
Funds management
Macquarie Portfolio Management has expanded its range of hedge fund investment options, giving retail investors access to a global group of absolute return hedge fund man...
Financial planning
The Senior Australians Equity Release Association of Lenders (Sequal) has highlighted the difference between reverse mortgage products offered by its members and the fixe...
Financial planning
Colonial First State, Commsec, Macquarie and Leveraged Equities were the big winners in a margin loan market that showed no signs of cooling off last year....
Financial planning
It’s the Chinese year of the dog, and participants in the Australian share market are wondering where the canines lurk as talk of a correction ramps up. But thanks to the...
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...