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TERM DEPOSITS
Editorial
Staying out of growth assets is the biggest mistake financial advice clients make at the moment, according to David Bryant from Australian Unity Investments, who argues r...
Financial planning
Money is starting to move out of term deposits and other cash deposits and into equities and bonds, according to Equity Trustees head of corporate fiduciary and financial...
People & Products
Former Westpac commercial banking executive Mark Paton has joined fixed-income specialist FIIG Securities as chief executive....
Funds management
Any portfolio with a time horizon of three years or more must have some exposure to equity markets, according to State Street Global Advisors' (SSgA's) Amanda Skelly....
Superannuation
Allocations to Australian equities by SMSF trustees did not keep pace with the strong performance of the share market in the September quarter, according to the latest Mu...
Superannuation
More than half of superannuation fund members are disengaged, with many seeking better performance, lower fees and stronger communication, according to a report released ...
Superannuation
The equivalent of a large industry super fund moves out of existing funds every year and goes into new or existing SMSFs, according to Townsend Business and Corporate Law...
Editorial
The popularity of term deposits is currently so high that other product providers need to fight for a little bit of airspace. But is it just a matter of time until term d...
Financial planning
Inflation is the "number one enemy" for retirees, according to Professional Wealth managing director Doug Turek - but it can be effectively countered with inflation-linke...
Superannuation
ING Direct's Living Super has the potential to shake up the SMSF market significantly, according to Financial Synergy chief executive Stephen Mackley....
Financial planning
It’s a common problem confronting financial advisers. Clients that became heavily cashed-up during the GFC are seeking higher yields because term deposit rates have almos...
Superannuation
Investors’ love affair with cash could be heading for heartbreak if they don’t diversify, according to head of Australian Unity Investments, David Bryant....
Funds management
A love affair with so-called 'safe haven' products such as cash will hurt investor returns without proper diversification, according to AUI....
Financial planning
The three dominant generations seem to have very different views on investing and are split when describing their worst financial nightmares, according to a new survey re...
Financial planning
New Canstar research confirms the popularity of term deposits and recognises competition being provided by key retail master trusts....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...