assets

Funds management

Over the past 12 months gold has seen gains during a period of sluggish economic growth and will continue to grow, according to Datt Capital....

Financial planning

Challenger result surges via diverse distribution channels

Utilising platform, planner and industry funds distribution channels, Challenger Limited has recorded a 21 per cent increase in full-year profit on the back of record ann...

Financial planning

More understanding needed for high yield investments

There is an increasing temptation for advisers to move into assets that are not widely understood as they look for yield, Mason Stevens believes....

Tools & guides

Essential retirement client conversations in 2016

Minh Ly takes a look at the impact of some recently legislated changes to the Age Pension and Aged Care rules and how they can form part of client conversations....

Tools & guides

Age Pension and the Assets Test — How will your clients fare?

It’s a fresh new year, new challenges, new opportunities, and there’s one year to prepare clients for the changes to the Assets Test that will be applied from 1 January 2...

Financial planning

Aged-care advice requires hand-holding

Aged care clients value guidance over product recommendations as they head into cash-flow negative territory for the first time in their lives. ...

Funds management

Demand for real assets set for steady growth

Global investor demand for real assets will to continue to rise next year, according to AMP Capital....

Financial planning

Rush for seniors to downsize not the right step

Seniors downsizing will not improve their quality of life and sale proceeds of their home will not manifest into something contributory, Money Quest believes....