TERM DEPOSITS

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...

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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...

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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...

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People & Products

Former Westpac commercial banking executive Mark Paton has joined fixed-income specialist FIIG Securities as chief executive....

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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....

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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...

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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 ...

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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...

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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...

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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...

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Superannuation

ING Direct's Living Super has the potential to shake up the SMSF market significantly, according to Financial Synergy chief executive Stephen Mackley....

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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...

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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....

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Funds management

A love affair with so-called 'safe haven' products such as cash will hurt investor returns without proper diversification, according to AUI....

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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...

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