TERM DEPOSITS
Financial planning
Paradigm Wealth Management has transitioned $70 million to its Managed Account Service from traditional platforms, enabling it to implement a true fee-for-service approac...
Superannuation
The SMSF sector has cemented its place in the superannuation industry over the past few years. Damon Taylor looks at the issues facing SMSFs and the debate that will dete...
Financial planning
ASIC is concerned at the tenor of bank advertising around term deposits, particularly where dual pricing implications arise....
Editorial
Tom Collins argues the introduction of a fiduciary duty for financial advisers is overdue. ...
Editorial
Doug Turek describes how bonds can be used as an easy-to-drive vehicle to a successful retirement....
Superannuation
The latest Australian Taxation Office data reveals that while the number of SMSFs is continuing to grow in Australia, the global financial crisis has not given rise to a ...
Editorial
Investors should have fixed income allocations to lower portfolio risk and avoid the disasters of the past few years, argues STEPHEN HART....
Financial planning
FIIG Securities has launched a financial planner services unit focused on providing access to fixed-income investments....
Financial planning
JANINE MACE explores the current love affair with cash, and the risks and benefits of this asset class for investors....
Editorial
In response to the tidal wave of money moving into cash, product providers have been quick to release a range of new cash-based products designed for the adviser market....
Funds management
Support for cash-based products and term deposits is waning, with data on Aviva's Navigator platform showing a tentative shift towards Australian equities in the last six...
Editorial
Brad Newcombe considers investors’ options for the best low-risk returns....
Editorial
How safe are cash and bonds? Dominic McCormick examines the state of these asset classes and whether the perception that they are investment safe havens is accurate....
Financial planning
Hillross advisers get access to Macquarie Wrap....
Financial planning
Investment and super platform netwealth will launch a managed account capability in July, enabling advisers to manage multiple client portfolios across many models....
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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...