TERM DEPOSITS
Financial planning
New Canstar research confirms the popularity of term deposits and recognises competition being provided by key retail master trusts....
Financial planning
While the outlook for portfolio returns has gotten somewhat better, financial advisers continue to tread cautiously with their clients....
Superannuation
SMSF trustees are increasingly turning to term deposits to maximise their returns on cash holdings, according to RaboDirect....
Superannuation
SMSF contributions jumped almost $7,000 on average in the 2011/12 financial year, which also saw a shift away from equities to cash and term deposits....
Funds management
Financial planners lack an understanding of fixed income, which has been over-complicated by fixed income asset managers, according Philip Gardner, head of asset manageme...
Superannuation
Macquarie Adviser Services has enhanced its product offering for SMSFs, introducing an upgrade to the functionality of its term deposits....
Financial planning
Financial planner sentiment has shown little recovery so far in 2012, with planners remaining deeply cautious amid continuing bad news out of the Eurozone and uncertainty...
Editorial
ipac's Jeff Rogers details the thought processes behind looking through the prevailing investor pessimism and reaffirming the efficacy of long-term strategies....
Funds management
Retail investors remain cautious when it comes to investing in the mortgage fund space, according to Australian Unity Investments head of mortgages Roy Prasad....
Funds management
Investorfirst has announced that its Hub24 Super offering has gone live with dealer groups Ord Minnett and Sentry Group....
Superannuation
UBS Australia will soon launch a direct-to-member superannuation platform which the investment bank claims would be an alternative to SMSFs....
Editorial
Building debt portfolios used to be easy. But it’s much harder now. These days, the debt side of portfolios should be absolutely secure and designed as three buckets. Tim...
Financial planning
The number of credit unions in Australia has fallen by 36 per cent over the past five years, with fierce competition coming from major banks putting the sector at further...
Superannuation
The number of exchange-traded funds (ETFs) used by investors is on the rise despite continued market volatility, according to the BetaShares/Investment Trends ETF Report ...
Editorial
Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...
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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...