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Funds management
More than 90 per cent of personal investments are held directly by individuals rather than investment products and platforms provided by major wealth managers, according ...
Policy & Regulation
Uncertainty over FOFA and a heavy compliance burden has led $70-million practice XPAL to join the ipac south australia stable....
Superannuation
The use of separately managed accounts (SMAs) and managed discretionary accounts (MDAs) can improve SMSF reporting as well as the investment process, according to Multipo...
Financial planning
An easing-off of term deposit rates, reduced redemption pressure and a shift to fixed-term redemptions only could make 2012 an improved year for the battered mortgage fun...
Financial planning
An easing-off of term deposit rates, reduced redemption pressure and a shift to fixed-term redemptions only could make 2012 an improved year for the battered mortgage fun...
Editorial
Elizabeth Moran looks at the broad risk-and-return characteristics of three investment classes: cash, bonds and equities in the Australian market between October 1989 and...
Financial planning
AMP is helping AXA Financial Planning practices transition away from the AXA branding, a process which must be completed by March 2013....
Financial planning
Short-term reporting and the supposed effect of past performance on the future benefits of a superannuation fund encourage unnecessary knee-jerk reactions from members, a...
Superannuation
While growing in popularity, ETFs have yet to attract significantly firm allocations within SMSFs, according to Multiport Technical Services director, Philip La Greca....
Editorial
In his market forecast for 2012, Ron Bewley has a stronger sense of positive outcomes in the next 12 months....
Financial planning
Short-term reporting and the supposed effect of past performance on the future benefits of a superannuation fund encourage unnecessary knee-jerk reactions from members, a...
Editorial
The financial services industry is slowly losing its recruitment drive as economic and regulatory uncertainties linger. However, while some find it difficult to grow, oth...
Financial planning
AllianceBernstein has beefed up its Asia-Pacific Fixed Income team with the appointment of Yufeng Liu as a quantitative analyst....
People & Products
AllianceBernstein has beefed up its Asia-Pacific Fixed Income team with the appointment of Yufeng Liu as a quantitative analyst....
Financial planning
Risk-focused financial advisers remain optimistic about the outlook for themselves and their practices despite the changes facing the industry, according to a Zurich Fina...
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MARKET INSIGHTS
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...