GEARING

Funds management

Unlisted property moves back into positive territory bringing better news to industry funds with heavier exposures....

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Financial planning

Tailored, white label structured solutions are in demand with dealer groups and boutique fund managers wishing to gain access to broader asset classes and differentiate t...

Editorial

With the financial crisis effectively over, Benjamin Levy examines the state of the direct property market and looks at the role it should play for investors in the futur...

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Editorial

Many financial planners today face having to adopt a fee-for-service model. Much more is being written on the need for this than on how to implement it in practice. Rober...

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Editorial

This time we need to be fair dinkum about managed investment scheme change, writes Anthony Abraham. ...

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Financial planning

Those advising on gearing in super will need to ensure they are licensed to deal in derivatives by the end of September under draft regulations released yesterday....

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Editorial

Financial planners have a bad reputation, but there should be a distinction between 'proper' financial planners and the 'bottom dwellers', writes Michael Dale....

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Financial planning

A number of independently owned dealer groups have broadly supported regulatory changes put forward by Chris Bowen, but some have expressed concern the changes favour ban...

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Financial planning

Questions about the future direction of one of Australia’s biggest, non-institutionally owned dealer groups may have been resolved last Friday, but PIS' merger partner co...

Financial planning

New legislation has prompted concern about the future of margin lending among industry commentators. Yet with confidence that the rebounding share market will stimulate f...

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Financial planning

Mary Ferizis outlines the key legislative changes regarding margin lending, and the impact the changes will have on financial advice....

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Financial planning

Australian unlisted property funds delivered a positive 2.2 per cent total return for the March 2010 quarter, the second positive quarterly return recorded since August 2...

Financial planning

ASIC's new consultation paper on agribusiness schemes has prompted specialists to argue that debt rather than general information was the major problem....

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Financial planning

Cromwell property group looks to stabilise its property fund and resume unit-holder distributions by purchasing property holdings....

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Financial planning

PIS has signed a joint venture agreement that will give it entry to the cash management space....

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MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 1 hour ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 15 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

19 hours 51 minutes ago