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Financial planning
Older planners who have been deferring their retirement plans are putting their businesses up for sale as markets improve, according to Forte Asset Solutions director Ste...
Superannuation
AMP’s Philip LaGreca explores the key considerations for SMSF trustees investing in overseas property....
Superannuation
Falling interest rates could force Australian superannuation funds to boost allocations to alternative assets to enhance investment returns....
Editorial
AMP Capital's Michael Price explains why retirees should consider Australian equities for their income needs....
Editorial
Zurich's Angus Crennan argues that traditional defensive assets are no longer delivering the desired results. So, what is the future of the current “safe havens”?...
Financial planning
Australia is ahead of many developed markets when it comes to the education of its financial planners, according to CFA Institute managing director, Asia Pacific, Paul Sm...
Financial planning
Apostle Asset Management has this week announced new mandates that have increased fund flows into the Apostle Loomis Sayles Credit Opportunities Fund and the Apostle Loom...
Financial planning
One in five first homebuyers is now aged 40 or over, according to a Mortgage Choice survey of 1000 Australians who plan on buying their first home in the next two years....
Life/Risk
Buying a property presents an ideal time for clients to consider their insurance and estate planning needs, according to Smartline's Joe Sirianni....
Financial planning
In protecting their capital in retirement, investors need to consider the concentration of risk in any new investment strategy they take on, according to Wingate Asset Ma...
Funds management
Companies need to understand that the change in the world economy is structural rather than cyclical, says Schroders head of Australian equities Martin Conlon....
Funds management
A structural change in investor attitudes means fund managers are now competing in a "savings pool" rather than an "investment pool", according to BT Investment Managemen...
Editorial
Perpetual’s Matt Sherwood explains why recent central bank stimulus has boosted investor sentiment but not solved any of the world's structural problems. ...
Editorial
Chris Selth says it is vital investors understand the structural changes taking place and the impact it will have on their portfolio management....
Financial planning
Sixty-six per cent of Australian mortgage holders believe they could probably get a better deal from another lending source, according to new research released by Ernst &...
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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...