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Financial planning
There are very few genuinely new products in financial services. Usually they are variations on an existing theme, and structured products fall very much into this catego...
Financial planning
There is a great deal of focus on the Australian Securities and Investments Commission’s (ASIC) requirements in regards to statements of advice (SOAs). Complying with the...
Editorial
A great investor once said: “Risk comes from not knowing what you’re doing.” Of course, it’s hard to imagine that there is much that Warren Buffet doesn’t understand abou...
Editorial
Abstract Long...
Editorial
Abstract Long...
Financial planning
A majority of Australian-based investment managers believe international equities will be the strongest performing asset class over the next 12 months....
Funds management
There may be fewer competitors in the multi-sector category of the Fund Manager of the Year Awards, but it doesn’t make it any less easy a category to judge. Assirt fund ...
Financial planning
Perpetual Investments’ Dublin-based international equity team has received a lukewarm welcome from Lonsec, which has assigned it a third-level ‘Investment Grade’ rating i...
Financial planning
It may be a job to most people, but business development is clearly a labour of love for Natasha Williams....
Financial planning
A buoyant Australian equity market helped fund managers to their best returns in over a decade last year....
Financial planning
Investors could be exposing themselves to higher levels of risk and jeopardising their retirement savings by failing to monitor their fixed income investment strategies a...
Financial planning
The results of the Hare and Tortoise report highlight the “dangers” of the industry using simple compound or point to point returns as a performance measurement tool, acc...
Editorial
Does slow and steady win the race or is it all about a sprint to time the market? A new research report has the answer. Liam Egan reports....
Financial planning
Perpetual Investments has played down research house fears its new in-house international equities arm will be a far removal from the way the asset class has been managed...
Financial planning
Rob Keavney argues systematic rebalancing adds returns, reduces volatility and ensures planners don’t leave clients with maximum exposure at market crests – so why isn’t ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...