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Funds management
New rules on the taxation of friendly society bonds has created "a window of opportunity" for sales, according to IOOF group taxation manager Tony Jacobs....
Financial planning
Perpetual Investments has restructured its balanced fund, giving it more of a global orientation in line with its strengthened relationship with Fidelity In-ternational. ...
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...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...