BONDS

Financial planning

Zenith Investment Research has placed a 'recommended' rating on two new absolute return funds, AQR Delta and the JANA Triplepoint....

Financial planning

ASIC produces a consultation paper aimed at discussion around the creation of retail access to corporate bonds....

Financial planning

The global financial crisis (GFC) has caused unnecessary concern around more complex investment products, leading investors to miss out on significant gains, according to...

Editorial

Robert Keavney considers the active versus passive funds management debate and concludes that both sides’ arguments are too simplistic....

image
Life/Risk

The Tax Office has issued an alert about life insurance bonds issued from tax havens to Australian residents that are aimed at circumventing tax payable under foreign inv...

Financial planning

With universal rejection of the proposal to mandate superannuation investment into infrastructure assets, the search for alternative methods to meet the shortfall in infr...

image
Editorial

Trustees should be free to make investment decisions without regulatory influences that create artificial markets for certain classes, writes Pauline Vamos....

image
Financial planning

A reluctance to commit to infrastructure investment may prompt the Federal Government to look to alternatives such as bonds to fund future projects....

image
Financial planning

Three people who ran an investment advice business without being licensed have been given prison sentences, although all were fully suspended....

image
Financial planning

The occurrence of range-bound markets is an interesting dynamic for managed futures and generally means that investors should adopt a long-term time horizon when investin...

image
Superannuation

Can inflation-linked Commonwealth government and semi-government bonds provide a suitable investment option for those needing a truly defensive portfolio? Stephen Hart in...

Editorial

Doug Turek describes how bonds can be used as an easy-to-drive vehicle to a successful retirement....

image
Funds management

Equity market gains and stabilising economic activity help returns in several funds....

Financial planning

The AMP Capital Asian Equity Growth Fund and the AMP Capital Corporate Bond Fund have been added to new platforms, making them accessible to more investors....

Financial planning

Liquidators confirm Timbercorp will not be able to make interest payments due at the end of the month....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 2 days ago