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Financial planning
INDEPENDENT traded policies broker Australian Policy Traders (APT) has put forward an offer to rescue investors wanting to exit AM Corporation’s troubled Diversified Trad...
Financial planning
Advisers are more optimistic than investors that the share market will improve in the next six months and are also likely to allocate twice as much to international equit...
Financial planning
Perpetual Investments has taken a step away from its key man approach to the management of its flagship Australian equities fund, the Perpetual Industrial Share Fund, in ...
Financial planning
Australian Skandia has taken two new fund-of-funds to the retail market, with plans to make them available to the wholesale market at the end of the year....
Financial planning
The number of consumers using a financial planner for advice has increased, particularly amongst the older generations, with people over the age of 35 more likely to use ...
Editorial
The 1990s were actually quite unusual in that we did not experience one instance in which markets fell by more than 20 per cent. On average, we experience bear markets ev...
Financial planning
For those Australian investors who have prided themselves on complaining about anything and everything for much of their lives, here’s a spanner for your works....
Editorial
Australia’s funds management community is in the midst of a dramatic slump in profits and revenue, the latest annual Investment and Financial Services Association (IFSA) ...
Funds management
The news of the healthy returns from US hedge fund investments continues to flow in as mutual fund managers report more lack lustre performance results....
Financial planning
The fees charged to investors in the retail managed fund market have fallen steadily over the last six years, according to a new study by the Investment and Financial Ser...
Financial planning
Long serving Tower Limited group managing director James Boonzaier has announced his retirement after being with the group for 12 years and will leave at the end of July....
Financial planning
Labor shadow minister for economic ownership Mark Latham told the Financial Planning Association’s Sydney Chapter yesterday that all Australians should be owning assets b...
Financial planning
The majority of high-net worth individuals reject the financial planning qualifications available from Australia’s major professional associations when it comes to choosi...
Financial planning
SINCE its merger with St George Bank in 1997, and in particular over the past year, Advance Asset Management has battled to receive market attention of its own....
Financial planning
The international share market has been tainted by a slump in performance in the past 12 months, while in comparison, managers on the local scene have battled ahead earni...
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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...