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Financial planning

Agribusiness investment scheme sales for 2004 have widely exceeded expectation with $610 million going into projects and surpassing earlier predictions of $400 million in...

Editorial

Suncorp’s wealth management business is unlikely to match its buoyed half yearly profits but chief executive John Mulcahy is projecting an increase in underlying profit o...

Financial planning

The retail managed fund sector grew by $8.5 billion during the March quarter to push assets under management up to $328.1 billion and give the sector an annualised growth...

Financial planning

Active investment managers offering Australian and international funds have collectively failed to justify their higher management fees after only marginally outperformin...

Financial planning

Almost two thirds of baby boomers do not have financial plans or have a financial planner with nine out of 10 confident of their own financial knowledge according to a su...

Funds management

Deutsche Asset Management (DeAM) will offer margin lending for its hedge fund-of-funds after striking a deal with Tricom Equities with the latter to co-distribute the pro...

Financial planning

Australian Agribusiness Group (AAG) is set to introduce a fee structure for investors wishing to use its research reports on the agribusiness sector as well as levying fe...

Financial planning

The Australian funds management industry is moving towards $1 trillion in funds under management after passing the $700 billion mark in the latest figures released by res...

Financial planning

ANZ Financial Planning is rolling a further 10 to 20 per cent of its advisers over to a fee for service remuneration model adding to the initial 10 per cent who made the ...

Financial planning

The Government has introduced new rules to reduce effective tax rates on ETPs. KEVIN SMITH examines the changes....

Financial planning

Looking at the leaders in property securities in terms of funds under management over the last four years is not exciting reading. The same funds appear at the top of the...

Financial planning

Financial services institutions will battle it out for a share of $25 billion in annual fees by early next decade according to the latest bi-annual Market Projections Rep...

Editorial

The Australia and New Zealand Bank (ANZ) today announced an operating profit after tax of $1.4 billion for the half year ending March – a 22 per cent rise on the same per...

Financial planning

Small superannuation funds continue to grow quicker than other fund types after their total assets grew by $9.5 billion over the December quarter, according to the latest...

Financial planning

Investors are sitting on the fence in terms of market sentiment with the latest survey of advisers and investors released by the Australian Investors Association indicati...

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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....

1 week 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