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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...
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
Financial planners, investment advisers, accountants, and all professionals who provide investment advice should be aware of the recent introduction of the prudent person...
Funds management
Listed property trusts have lost the gloss that saw them shine through 1998. But, as Peter Lavelle reports, a downturn in the market is also a clear buy signal....
Financial planning
Tower Asset Management's forte in Australian equities has helped it win $715 million in new money to manage lately. ...
Financial planning
Syndication has become the darling of the direct property investment sector, with new schemes coming to the market almost every month. John Wilkinson takes a look at what...
Financial planning
It is a sort of chicken and egg situation. One of the reasons behind the current property boom is the cheap money available. Yet mortgage lenders are becoming concerned a...
Financial planning
The handing down of the recent Federal Budget revealed no real concerns for the financial services industry. In the words of one corporate commentator: "It is a bit of a ...
Funds management
From a friendly society tradition, IOOF funds management operation has emerged as a business in its own right. ...
Financial planning
The advent of on-line share trading appears to have been a harsh wake up call for stockbrokers. Zilla Efrat examines whether the Internet poses a threat to, or an opportu...
Financial planning
While financial planners are flat out this time of the year helping their clients, they shouldn't ignore their own end of year financial and business affairs. At least th...
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. ...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...