BONDS

Financial planning

Australian shares have bounced back to become by far and away the best invest-ment sector in November....

Financial planning

The world’s largest active fixed interest manager, US-based PIMCO, says there is a unique opportunity for fixed interest investors in the middle range of credit qual-ity ...

Financial planning

US online trading falls in step with industry Online broking is showing its first signs of maturing in the US, with daily trades fal-ling for the first time in the three ...

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...

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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. ...

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