BONDS

Financial planning

Most commentators analysing the current lowly status of the Australian dollar have got it wrong, according to research by State Street....

Financial planning

Net inflows into the New Zealand retail funds industry during the March quarter were up almost $NZ60 million on the last quarter, according to the latest IPAC market shar...

Financial planning

International equity investors have benefited from the Australian dollar’s habit of free falling, underpinning a staggering 8.3 per cent return for international funds in...

Financial planning

Super growth for self manager super Despite recent reports to the contrary, self managed super funds continue to grow rapidly. Grant Abbott explains the factors behind ...

Funds management

Not too long ago, bonds for special purposes, like education and funerals, were very popular. But as investors become increasingly more sophisticated in their financial p...

Funds management

Did you know.... Bonds take a nosedive The old insurance bond is looking a bit sad and drab these days and in the wake of bold new performers in other sectors, it's a wo...

Financial planning

International equity investors have benefited from the Australian dollar’s habit of free falling, underpinning a staggering 8.3 per cent return for international funds in...

Funds management

While India may not be the first port of call for fund managers looking to expand overseas, some managers are already looking to cement their fledgling positions there....

Financial planning

In an effort to attract clients who wish to invest into low risk schemes, Investors Mutual and South Australian based friendly society Lifeplan have launched a joint fund...

Financial planning

New Zealand equities, bonds and property are looking like attractive investments over the coming year, a Morningstar roundtable has found....

Financial planning

AMP remains Australia’s biggest retail fund manager while the BT Group is clawing back market share, according to the latest figures from Plan for Life....

Financial planning

New Zealand’s retail funds management industry suffered a slowdown in growth during the December 1999 quarter according to the latest IPAC market share report....

Financial planning

Last year, your money would have done better in bank vaults than in many other fixed interest securities. Zilla Efrat investigates whether it’s safe to put your toe back ...

Financial planning

The number of people licensed to use the CFP designation in the United States has broken the 35,000 barrier and set a new record, according to the Certified Financial Pla...

Funds management

Members of major superannuation funds could be forgiven for thinking last year’s bull run passed them by as Australian pooled superannuation funds recorded their lowest r...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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. ...

5 days 15 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 6 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago