FIXED INTEREST

Financial planning

Aberdeen kicks off the year with two key institutional mandates....

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Editorial

SMSF trustees are an unpredictable bunch, writes Tim Hewson. He sifts through recent research that assessed the attitudes of these independent investors....

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Superannuation

Cash holdings fall while equities allocations rise to 42 per cent....

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Editorial

Global credit, with its historically high yields, should feature in any fixed-income investment, writes Matthew McCrum....

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Superannuation

Advisers should look at the risk profile of self-managed superannuation funds (SMSFs) as well as the risk profiles of individual members, because the risk tolerance of a ...

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Financial planning

Research house Adviser Edge has warned that the popular AXA North product may have been oversold, saying many of the investment options offered in the product have a low ...

Superannuation

A survey of SMSFs administered by Multiport reveals a dramatic move to Australian equities away from cash....

Financial planning

Structured products are often marketed on the premise that they can help protect an investor’s underlying investment. However, as Lucinda Beaman reports, advisers should ...

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Financial planning

Departure of Bovingdon from Aberdeen sees Standard & Poor's place fixed income funds 'on hold'....

Financial planning

ROGER BRIDGES considers the changing nature of fixed interest....

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Editorial

DAMON TAYLOR reports on the successes – and failures – of fixed interest investments in light of the global financial crisis....

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Financial planning

QIC has discarded implemented solutions and global tactical asset allocation as part of a shift to a multi-boutique approach....

Financial planning

Distorted markets create significant opportunities for active managers....

Financial planning

Competition grows for long-term deposit accounts....

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Editorial

As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MAC...

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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. ...

6 days 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 15 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

19 hours 18 minutes ago