Extra money goes to savings and holidays

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Younger Australians would spend extra income on shopping for clothes and new mobile devices before considering using the money to get financial protection for the first time or increase their... Read more continue reading

Dalton Nicol Reid says strong return available to KKR

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Treasury Wines receives a revised bid Treasury Wines has announced they have received a revised bid from KKR Rhone Industries which values it at $5.20 a share.  Treasury are now... Read more continue reading

Investec to focus on core niches after completing sale of Private Banking business

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Investec Australia Limited to leverage global capabilities for local clients Investec says the completion of the sale of its Private Banking business marks a significant milestone for its Australian operation... Read more continue reading

QV Equities Limited subscriptions exceed $100m

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Investors Mutual’s LIC hits key milestone in week before close With just over a week remaining before offer close, Investors Mutual’s recently launched LIC, QV Equities Limited (ASX:QVE), has attracted... Read more continue reading

Morphic Global Opportunities Fund added to BT Wrap

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The Morphic Global Opportunities Fund has been added to the BT Wrap platform in a timely bid to attract the growing interest in Global equity funds that provide flexible hedging... Read more continue reading

SMSF appetite for international exposure strengthens

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Vanguard and Investment Trends release updated research on SMSF investors examining their key drivers and investment goal Vanguard and Investment Trends released the annual results of the 2014 Self Managed... Read more continue reading

Milliman helps clients meet investment challenges of retirees

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The Risk Tolerance Paradox, and what you can do about it With a growing trend both globally and in Australia around low volatility, managed volatility, and portfolio risk management strategies,... Read more continue reading

An uneasy calm requires a measured approach

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As US market volatility, as measured by the VIX index*, touches lows not seen since early 2007, an extraordinary calm has fallen over US markets, says Chad Padowitz, Chief Investment... Read more continue reading

Choosing cash over fixed income no longer makes sense

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Australian investors have largely missed out on the 20-year bond rally, preferring instead to invest in cash for their liquid/defensive asset holding. However, the returns on fixed income have actually... Read more continue reading

Opportunity knocks for advisers in the SMSF sector

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Vanguard and Investment Trends’ annual research examines ongoing challenges and new opportunities for financial advisers in the SMSF sector Vanguard and Investment Trends released the results of the 2014 Self... Read more continue reading