TERM DEPOSITS
Superannuation
SMSF investors need to invest in a more diverse range of equities to grow wealth at a much faster rate, OnMarket BookBuilds believes....
Funds management
Advisers need to consider how new products and a changing client profile might warrant a new approach to fixed income, according to FIIG Securities....
Superannuation
SMSF investors continue to favour Australian shares, cash and term deposits while ignoring international shares, putting their retirement income at considerable risk, Fin...
Editorial
With forecasts of volatility on the horizon, asset allocation may need to be revisited in 2015, David Bryant writes. ...
Superannuation
New white paper warns that member direct strategies may backfire on industry funds seeking to halt leakage of members to SMSFs....
Financial planning
AllianceBernstein Global High Income Fund listed on net wealth wrap and super menus....
Funds management
The development of managed accounts will allow a boutique planning firm to replacing its wrap platforms and SMSF administration service with a managed discretionary accou...
Financial planning
Falling interest rates has taken the sheen off term deposits, losing 36,000 customers over the last 12 months, in contrast to the SMSF sector....
Financial planning
Planners are pushing record sums of new client money into listed investments, research shows....
Financial planning
van Eyk Research points to a diversified approach for retirees as interest rates remain on hold....
Financial planning
Can cash ETFs give clients bang for their buck? BetaShares’ Alex Vynokur shares his view....
Editorial
As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...
Financial planning
Australians would rather listen to media commentators and experts than their own financial adviser, according to a Goldman Sachs survey....
Superannuation
Self-managed superannuation funds (SMSFs) that continue to put large sums in cash should expect to see returns watered down by tax and inflation...
Funds management
SPAA cites infrastructure as an investment capable of diluting the SMSF concentration on cash and term deposits. ...
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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...