Sara Rich

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The $350 million Cromwell Property Fund (CPF) has been added to a number of investment platforms and products following the activation of a limited monthly withdrawal fac...

Macquarie Financial Services Group has secured prime positioning across the platform and funds management categories of the 2007 Wealth Insights/Assirt Annual Service Lev...

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A career of dedicated service to the development of financial planning has seen Gwen Fletcher appointed as a member of the General Division of the Order of Australia (AM)...

In an industry first, Macquarie Alternative Assets Management has taken out drought insurance cover for the investors of one of its agribusiness schemes....

Responding to the new pension income rules, MLC has released two different pension products that give clients access to their superannuation and pension funds via a singl...

At a time when financial planners seem beset by criticism from many sides, Robert Keavney argues it is a particularly worthwhile and satisfying career....

The Federal Government’s changes to the rules surrounding termed allocated pensions may present some planners with challenges, writes JOHN WILKINSON....

Once deemed too expensive and complex, structured products are shedding their mystique as they become more appealing to investors in times of peaking markets. In many cir...

John Wilkinson investigates the future viability of annuities after new tax treatment rules are implemented by Government on September 20....

Professional Investment Services (PIS) is evaluating a number of potential acquisitions in North America following the successful integration of its Canadian operation....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 21 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago