BONDS

Funds management

The benchmark for the defensive part of an investor's portfolio should be closely tied to the local sovereign bond rather than to cash, according to Schroders head of fix...

Funds management

Nine out of 10 fund managers hold a positive view on Asia-Pacific ex Japan equities, according to an HSBC survey....

Editorial

Investors should have fixed income allocations to lower portfolio risk and avoid the disasters of the past few years, argues STEPHEN HART....

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Financial planning

AUI considers product development under the LifePlan banner....

Funds management

Queensland University of Technology research suggests the worst may be over for listed property trusts....

Funds management

The revaluation of shares during the financial crisis has depressed the sector's long-term returns....

Editorial

Life is messy, and investing is no exception. Dominic McCormick writes why he believes investors are not well served by current asset allocation methods....

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Financial planning

A number of failures of governance at a director and business level contributed to the global financial crisis, offering a number of lessons for the future, according to ...

Financial planning

FIIG Securities has launched a financial planner services unit focused on providing access to fixed-income investments....

Financial planning

The fund will enable investors to take advantage of attractive investment opportunities in the Asian fixed income market, according to VAM....

Editorial

The rapid expansion of the financial services industry in Asia was fuelled by an unprecedented bull market run. However, in the wake of the global financial crisis, some ...

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Superannuation

Government bonds, infrastructure bonds and CPI-linked bonds can underpin a long-term retirement product....

Financial planning

BRAD NEWCOMBE considers the differences between fixed and floating bonds and how to choose between them in the current market turmoil....

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Financial planning

ASX200 outperforms two-thirds of active funds over five years and half of all active funds over the last year....

Financial planning

While some advisers may feel they don't have the skills to deal with estate planning, investment bonds allow them to offer an estate planning strategy within their existi...

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MARKET INSIGHTS

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

3 weeks 2 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 days 12 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 days 16 hours ago