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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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