BONDS

Financial planning

The US economy is facing another five years of see-sawing economic activity, although the outcome of the Iraq crisis will have some impact on future trends, says Daniel F...

Financial planning

Perennial Investment Partners has been applauded for making a number of good strategic choices in its funds management process, with the Assirt research house saying the ...

Editorial

Despite the emphasis placed on the importance of asset allocation, DOMINIC McCORMICK thinks traditional wisdom on what constitutes strategic asset allocation leaves a lot...

Editorial

Diversification can be as important for investors looking for a regular income stream as it is for those looking for capital growth, writes ROB KEAVNEY....

Life/Risk

Despite their low profile, insurance bonds can offer some real benefits, according to JENNIFER BROOKHOUSE, with investment and tax advantages....

Editorial

As hedge funds become ever more popular, a dazzling array of options are becoming available. LACHLAN GILBERT takes a look at these options and how they operate in the mar...

Funds management

Boutique hedge fund manager Hale and Shepherd Investments has launched its first investment product – a mixed financial commodity fund....

Financial planning

Will risk profiling stand up in the face of a liability claim? ROBERT KEAVNEY explores the strengths and weaknesses of risk profiling in an increasingly litigious busines...

Financial planning

Alternative investments challenge the very core of investment theory because they open up the debate between relative and absolute returns. As FIONA MOORE reports, it is ...

Editorial

An understanding of market movements is essential for financial planners and as ROBERT KEAVNEY writes, taking a longer term view will always reveal the underlying fundame...

Financial planning

Active fixed interest has taken a back seat in recent months, but a new report by Assirt says active fixed interest managers are being treated unfairly. LACHLAN GILBERT r...

Financial planning

UBS Global Asset Management came from almost nowhere to win this year’s Fund Manager of the Year award. DAVID HOVENDEN spoke to John Larum and Colin Woods about the group...

Financial planning

Consistent outperformance across a range of asset classes was the key to accolades in the multi-sector category of the 2002 Fund Manager of the Year awards....

Financial planning

We are rapidly approaching that time of year again when the rush is on to find ways to boost up tax deductions and minimise the tax bill for this year....

Funds management

Market volatility helped finalists in the fixed interest category of the 2002 Fund Manager of the Year awards achieve some impressive performance. John Wilkinson reports....

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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 2 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 16 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...

20 hours 58 minutes ago