BONDS

Financial planning

Macquarie Equity Markets has released a second series of ALPS securities, offering an introductory income yield of 12 per cent, with a capital guarantee over the six and ...

Financial planning

US economic growth could be as low as 1 per cent in 2005, leading global markets to suffer as the world’s largest economy enters “the first phase of a painful decline”, a...

Financial planning

OFM Investment Group is set to launch a program to educate independent advisers on the benefits and shortcomings of including bonds in client portfolios....

Financial planning

Boutique fund manager MFS Group is to join forces with Gold Coast-based holiday accommodation group, Breakfree, to create a diversified property group with a market cap o...

Financial planning

Equities are back and like clockwork so is investor interest, with investors returning to shares from defensive asset classes such as property and cash after the exodus o...

Financial planning

Tim Farrelly uncovers the outlook for Australian equities over the next decade....

Financial planning

Liam Egan talks to the financial planner wrapping it up for UK advisers....

Editorial

A year is a long time in funds management – and even some of our investment experts were surprised by the way markets, asset classes and investment vehicles gained or wan...

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

Index hugger Vanguard and specialist bond manager Pimco have been rated the pick of international fixed interest managers by research group Morningstar....

Editorial

A winter of discontent awaits if you get it wrong on indexing and property syndicates, writes Robert Kavney....

Financial planning

Growth managers have come back to form after returning 11.5 per cent for the 11 months ending May turning around the negative returns of the previous two years....

Financial planning

The US funds management industry will continue to favour stocks over bonds, despite concerns of a slowing macro environment according to Russell Investment Group’s third ...

Funds management

Australian fund managers could be missing out on a golden opportunity by neglecting commodities and other global resource stocks, according to an industry review of the s...

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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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. ...

6 days 9 hours 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. ...

2 days 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...

1 day 4 hours ago