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Financial planning

Household savings rates in many OECD countries have fallen sharply in recent years, with the United States, Canada, Britain, Australia and New Zealand now having the lowe...

Financial planning

The double digit returns secured by the majority of Australian superannuation funds in 2004-05 have been reinforced by REST Superannuation which last week announced a 12....

Financial planning

The boom in self-managed superannuation funds could soon end if experiences in the United States are repeated in Australia....

Financial planning

Swiss-based asset manager Julius Baer Investments is taking its first steps into the Australian market with the launch of a absolute return bond fund for local investors....

Financial planning

A former responsible officer of Goldman Sachs JBWere subsidiary Invia Custodian has been permanently banned from providing financial services for misappropriating company...

Financial planning

The median growth-orientated superannuation fund returned -1.5 per cent in April, according to an Intech survey, the lowest one-month result since the median fund returne...

Financial planning

Superannuation fund members have been cautioned against expecting returns to match those of the last few years....

Financial planning

The ultimate ‘uptown’ funds manager, Connecticut’s Bridgewater Associates, has chosen Australia for its first foray into the retail market....

Financial planning

Perennial Investment Partners has been mandated by Intech Investment Consultants to manage $300 million in its Australian fixed interest trust....

Financial planning

Balanced funds posted their first month of negative returns in March since July last year, on the back of weaker share markets....

Financial planning

Listed property trusts were the darling of the Australian market in 2004, returning 32 per cent. No one believes there will be a repeat performance in 2005, but more than...

Financial planning

Foreign asset management firms have managed to gain a surprisingly firm foothold in the Japanese marketplace, according to a study published this week by Boston-based fir...

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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 1 day ago

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

3 weeks 6 days 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. ...

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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...

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