BONDS

Financial planning

Growth-options within superannuation funds - those with a 70/30 split between growth and conservative investments - are experiencing one of their most volatile periods of...

Financial planning

The concerns raised by the Australian Prudential Regulation Authority (APRA) about the use of hedge funds in superannuation could just as easily be levelled at traditiona...

Financial planning

Research house Lonsdale Securities (Lonsec) has added eight hedge fund/fund-of-funds (FOFs) products to its ‘recommended’ list within its Hedge Fund Sector Review and has...

Financial planning

Industry research house Lonsdale Securities (Lonsec) has signed an agreement with corporate credit ratings agency Rapid Ratings to provide it with credit ratings on the i...

Financial planning

Equity markets still have some way to go before they reach long term positive territory. Jason Spits looks at the hurdles that lie ahead....

Editorial

Be sensitive to your clients’ concerns and address them with information that reflects their original investment objectives....

Financial planning

When Perennial Investment Partners was launched by IOOF as a new boutique funds management arm in 1999, IOOF’s plan was to become a significant player in both retail and ...

Editorial

A damning new report on the hedge fund industry in Australia has found that many products do not constitute hedge funds at all. Authors of the report, MARTIN GOLD and PAU...

Editorial

Short-term market forecasts are about as useful as horoscopes, says DOMINIC McCORMICK....

Financial planning

Lifeplan Funds Management has broken the $1 billion funds under management barrier....

Financial planning

The Intech Financial Services research group has rejigged its benchmarks for investment performance to reflect the litany of fund managers who disappear from the radar sc...

Funds management

Australia’s hedge fund industry continues to grow at an astonishing pace, but how such investments fit into an overall investment portfolio, the latest report into the se...

Funds management

International equities will once again rise to the the top in terms of investments performance with an expected 13 per cent growth over the next year, outstripping domest...

Financial planning

Less than 18 per cent of Navigator investors have made major changes to their investment portfolios over the past 12 months despite turmoil on global markets....

Financial planning

LOOKING back a decade to when I was editing Money Management, I am struck by the similarities with stories running today....

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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 ago

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

3 weeks 5 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 4 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. ...

1 day 19 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...

23 hours 53 minutes ago