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Financial planning

An online training course in sustainable and responsible investing for financial advisers will qualify participants to display the Ethical Investment Association’s SRI Sy...

Funds management

Returns from hedge funds have declined over the past five years and are not expected to return to levels seen in the 1990s in the next three to five years despite optimis...

Financial planning

Just a few minutes ago, I finished speaking by phone with the son of a long-standing client. Our client’s son is 23 years of age and is in his first job, having completed...

Financial planning

There has been much discussion about the lack of life insurance being taken out by the Australian public. But this pales into almost insignificance when the focus is on r...

Financial planning

Glebe Asset Management is to be sold off by its owner, the Anglican Church of Australia....

Financial planning

New rules that could dramatically cut the paperwork burden for financial planers are a step closer after the Federal Government released regulations that aim to shorten t...

Financial planning

APRA and ASIC will jointly release an industry best practice guide on unit pricing within the next three weeks....

Financial planning

With the introduction of financial services reform, the ‘know your client’ obligation for financial planners is more critical than ever before....

Financial planning

Committed Collingwood supporter and senior financial planner Julian Battistella began his career at the ANZ Bank at the tender age of 18....

Financial planning

Following today’s implementation of amendments to the Financial Services Reform Act (FSRA), advisers are no longer bound to issue a Statement of Advice to existing client...

Editorial

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Financial planning

Even though it hasn’t been the best year for hedge funds, the US$1 trillion world hedge fund market is likely to experience rapid growth and could even quadruple by the e...

Superannuation

Three months before its shareholders are expected to approve a $55 million sale to the Washington Post, financial services education provider Tribeca has sold its self ma...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 5 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 6 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

3 weeks ago