INVESTMENT BONDS

People & Products

Insignia Financial has executed a share sale agreement with Australian Unity to sell its $1.1 billion friendly society investment bond business. ...

People & Products

Generation Life has revealed investment bond upgrades as well as enhanced features of its LifeBuilder, ChildBuilder, and FuneralBond solutions to support wealth transfers...

Tools & guides

Investments bonds offer a number of flexible, tax-advantaged benefits, writes Emma Sakellaris, but these are often overlooked as old fashioned when it comes to portfolio ...

image
Financial planning

Investment bonds are overlooked as an investment tool even though they offer a number of advantages that advisers should consider, according to Foresters Financial....

image
Tools & guides

Centuria Life’s Michael Blake looks at investment bonds, compares their features and benefits to super, and explains why they can be an excellent parallel strategy to sup...

image
Financial planning

Investment bonds could help Australian parents and grandparents save for the next generation’s financial future, according to Generation Life. ...

image
Features

With an ageing population, increasing longevity and policy reform making superannuation a less suitable tool for leaving wealth, Hannah Wootton looks at what structures p...

image
Funds management

Provider of ASX-traded corporate bond investments, XTB has announced that all its portfolios outperformed bond indices in the past 12 months....

image
Superannuation

Australian super funds continue to invest far more in deposits and less in bonds than their counterparts abroad, according to Spectrum Asset Management....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 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. ...

1 week 2 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. ...

5 days 1 hour 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...

4 days 5 hours ago