BONDS

Financial planning

Performance track record is the common starting point for both retail and wholesale fund management appointments. Industry publications such as Money Management and Perso...

Financial planning

New Zealand domiciled managed funds investing in Australian and New Zealand equities have filled the majority of Morningstar's list of top ten performers for the quarter ...

Financial planning

While hedge funds and managed futures have been in existence for decades, it is only recently that growth has taken off in the US and Europe. Rick D Bernie believes there...

Financial planning

Investment researchers van Eyk Research recently completed its annual survey of Australian fixed interest managers. The firms senior analyst, Angela Ashton, found most fi...

Financial planning

Australian financial planners, and the research houses they rely on, come out "streets ahead" of their British and American counterparts, according to participants on the...

Financial planning

As advisers head into the new financial year, looking for the silver lining on last year's grey clouds, unusual facts are emerging in various investment sectors....

Financial planning

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

Financial planning

Financial planners, investment advisers, accountants, and all professionals who provide investment advice should be aware of the recent introduction of the pru-dent perso...

Funds management

1st: Heine Group 2nd: Home Building Society 3rd: Mutual Friendly Society...

Financial planning

The future looks much brighter for investment in New Zealand, according to Spicers Portfolio Management research manager Aaron Hing....

Financial planning

Vanguard's marketing efforts in its United States home market is paying dividends, with the group attracting a record $US48.9 billion to its US stock and bond mutual fund...

Financial planning

Short-term economic forecasting is often brought undone by unpredicted events that end up having a major impact on growth and returns. Economist Shane Oliver outlines sev...

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 13 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 4 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