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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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago