TERM DEPOSITS

Financial planning

New research shows financial planners’ return expectations are up for the first time in four years, reflecting an increase in investor sentiment....

image
Funds management

Uncertainty around fixed interest assets and interest rates has kept planners from moving back into the asset class. ...

image
Financial planning

Australians have not entirely abandoned cash despite lower interest rates and recovering share prices. ...

image
Funds management

Managed funds appear to be making a come-back, according to Tria’s Andrew Baker....

image
Funds management

Account-based pensions overlooked as investment vehicle....

image
Superannuation

Term deposits may continue to be a popular investment option for Australian investors but according to CANSTAR, the current low interest rate environment is making it dif...

image
Funds management

The Commonwealth Bank and HSBC have changed their advertising for certain structured products aimed at retail investors after ASIC deemed them potentially misleading. ...

image
Funds management

The current average interest rate on a 12-month term deposit is seeing Australians barely breaking even – but cash continues to be a popular investment vehicle....

image
Funds management

ASIC warns banks about potentially misleading term deposit advertising....

image
Financial planning

The financial services industry has improved its practice in relation to the automatic rollover of term deposits, the regulator has found....

image
Superannuation

CareSuper chief executive Julie Lander says there needs to be adequate understanding of the underlying costs of SMSFs....

image
Superannuation

While experts appear to be urging SMSF investors away from cash, CANSTAR's Chris Groth believes there may be more to that ‘long-term marriage' with cash than people might...

image
Financial planning

Despite a slight decrease in return expectations, investor sentiment remains on a high, according to a new survey by Investment Trends....

image
Editorial

Several years ago, Andrew Jones from Eureka Financial Group moved some clients off-platform. He now shares his experience and the reasons why his practice decided to retu...

image
Editorial

Many investors haven’t made changes to their investment portfolios since the global financial crisis (GFC). Is now the time to get out of low-risk assets? Craig Keary wri...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

17 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

18 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

18 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago