BONDS

Accounting

Accountants must lay to rest preconceived notions of financial services groups if they are to maker a dent on the financial planning business....

Funds management

Friendly society funeral, education and income bonds have been granted a short reprieve from being taxed, and the industry is continuing to fight for tax-exemption....

Superannuation

As member choice gains prominence, people are being given more responsibility for looking after their golden years. Recent research, however, raises concerns about just h...

Financial planning

European investors are becoming increasingly concerned at the high concentration of investment in telecommunication bonds....

Financial planning

Beware, October is upon us! Not only is it the most volatile month for share mar-kets swings, but it was also the month when the two greatest stock market crashes took pl...

Financial planning

UK - British pension funds gave their first indication of shedding their conservative image with news that some are looking at shifting away from traditional investments ...

Funds management

Friendly societies and funeral directors have joined forces to try and overturn the Treasury ruling taxing funeral and education bonds....

Financial planning

USA - General Motors (GM) Corporation, the world's biggest carmaker, plans to enter the financial services business by selling low-cost investment portfolios to 401(k) r...

Financial planning

USA - General Motors (GM) Corporation, the world's biggest carmaker, plans to enter the financial services business by selling low-cost investment portfolios to 401(k) r...

Life/Risk

Insurance bonds can still be a valuable investment tool and should not be ig-nored by financial planners, according to Mike Newton, director of Sovereign Funds Management...

Funds management

The listed property trust sector was far and away the top performer over key asset classes in July....

Financial planning

When we last left our favourite lemming, newly annointed dealer principal Nick Bruining, being atacked by a group of brochure delivery men (BDMs). In this exciting instal...

Financial planning

Investors and their advisers tend to pay scant attention to liquidity, what it costs and whether they need it. Just like more widely recognised factors such as market ris...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 3 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

3 weeks 4 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

3 weeks 4 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 3 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago