The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Planners remain wary of switching cash to equities

BY MATT WOODINGTON | MONDAY, 25 JUL 2011 12:45PM

Financial advisers remain tentative on the outlook for equity markets although more than half surveyed by Zurich are thinking about reducing the amount of cash in client portfolios.

Upgrade your subscription to access this article

And gain access to:

All archived news content
Access to the Financial Standard app
Home page news customisation
Financial Standard 's fortnightly newspaper
25% discount on tickets to networking events

And more

Already A Subscriber?

UPGRADE SUBSCRIPTION

Editor's Choice

Vale Garry Wyatt

KARREN VERGARA

Garry Wyatt, the co-founder and chief executive of Insync Funds Management, has sadly passed away.

NRF appoints inaugural chief investment officer

ELIZA BAVIN

The National Reconstruction Fund has named its first chief investment officer.

First Bitcoin ETF to launch this week on ASX

ANDREW MCKEAN

VanEck will make history this week as the first investment manager to launch a Bitcoin ETF on the ASX.

More Aussies anticipate renting in retirement: Vanguard

ANDREW MCKEAN

An increasing number of Australians expect to be paying off a mortgage or forced to rent in retirement, according to the latest Vanguard How Australia Retires survey.

Videos

Brought to you by

Good things come to those who wait

Know the facts about lifetime annuities

Saving for a happy retirement is Australia's #1 financial goal. Learn how LifeIncome can deliver more income, certainty, & choice.

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Paul Tynan

Chief Executive Officer

Connect Financial Service Brokers

Why advisers should consider offering general insurance to HNW clients

I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.

READ MORE

David Carney

Director

Aspect Partners Pty Ltd

The role of AI in financial planning: Insights from the US

Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...

READ MORE

Prue Cheeseman

Personal Wealth Manager

HLB Mann Judd Wealth Management (NSW)

Considerations when nominating a charity for your super upon death

There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.

READ MORE

Paul Miron

Managing Director

Msquared Capital

The end of free money

With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Sunshine Coast

JUL

Advisers Big Day Out - Gold Coast

JUL

Advisers Big Day Out - Ballarat

Featured Profile

MORE PROFILES

Phil Usher

CHIEF EXECUTIVE OFFICER
FIRST NATIONS FOUNDATION

Taking a gamble to steady the ship as chief executive of First Nations Foundation, Phil Usher has turned it into a more secure, self sustaining entity, far better equipped to empower First Nations people to achieve financial prosperity. Andrew McKean writes.

READ MORE