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22 January 2013 • By • 1 min read

Portfolio diversity sees investors move to bonds

EQT PIMCO bonds see surge in FUMInvestors are migrating to bonds as part of maintaining a balanced portfolio, according to Equity Trustrees Limited ...

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Defined benefit trustees encouraged to provide disclosures

Follows a review of disclosure practicesThe Australian Securities and Investments Commission (ASIC) has advised trustees of defined benefit ...

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Specialisation trending upwards in financial services

SMSF boom to increase need for more trainingSpecialisation is likely to increase within the financial services industry, as self-managed super funds ...

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IPA looking to step up adviser referral service

FOFA will also drive further referralsThe Institute of Public Accountants (IPA) is looking to broaden its online financial advice referral service ...

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Law firm advises caution to avoid careless financial planners

Financial 'rescue service' can help recover lossesShine Lawyers has urged investors to take care when signing up to and seeking advice from financial ...

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Falling cash rates boost Australian equity appeal

But stock selection still remains criticalThe continuing decline of cash rates and term deposits will make the dividend yield of the Australian equity ...

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Fund managers bullish towards US and Chinese equities

Strong first quarter anticipatedGlobal fund managers are optimistic towards equities in the first quarter of 2013, particularly in the United States ...

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New head appointed at RI Advice

Paul Campbell stepped down in DecemberANZ has appointed a new head of RI Advice to replace Paul Campbell who stepped down in December. Darren Whereat ...

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FPA turns social for 'Ask an Expert'

Chance for consumers to quiz a CFPThe Financial Planning Association (FPA) will next week launch a new 'Ask an Expert' initiative that allows ...

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Diversified portfolio a must in volatile market

2013 conditions favour multi-asset approachInvestors should avoid 'playing it safe' with cash allocations and look toward diversified portfolios, ...

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