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Financial planning

A Melbourne adviser who placed close to $700,000 of client money in a failed investment scheme is charged with inappropriate advice....

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Funds management

Equity research company Skaffold has surveyed 100 investors to find their preferences for equity markets performance for the next 12 months....

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Financial planning

Despite a slight decrease in return expectations, investor sentiment remains on a high, according to a new survey by Investment Trends....

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Editorial

International experts have warned home bias could prove detrimental to Aussie investors, reports Janine Mace....

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Editorial

With term deposit rates falling and bond yields at historic lows, investors are finally ready to listen. Janine Mace reports things are looking good for the Australian eq...

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Editorial

The world has recently seen a dramatic turnaround in investor sentiment and market performance, but should investors be worried about the cheery consensus? Dominic McCorm...

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Financial planning

David Hobbs, who was described by ASIC as the ‘mastermind’ behind a $30 million Ponzi scheme, was handed the largest penalty in the regulator’s history....

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Editorial

Darren Cunneen outlines six key behavioural traps to be aware of when investing, and some tips for helping clients to sidestep them....

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Editorial

Many investors haven’t made changes to their investment portfolios since the global financial crisis (GFC). Is now the time to get out of low-risk assets? Craig Keary wri...

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Editorial

Staying out of growth assets is the biggest mistake financial advice clients make at the moment, according to David Bryant from Australian Unity Investments, who argues r...

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Financial planning

How investors present evidence to the Administrative Appeals Tribunal (AAT) and how they explain them is critical to how the AAT looks at a case, according to SMH Lawyers...

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Funds management

Latest Investment Trends index reveals a spike in investor sentiment, with concern levels hitting a 40-month low....

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Financial planning

The director of collapsed Brisbane-based Wickham Securities, Bradley Sherwin, has appointed PPB Advisory as voluntary administrator....

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Funds management

Australian real estate investment trusts (A-REITs) have delivered solid results over the past two years - but investors shouldn't expect the same level of returns going f...

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Editorial

Some of the biggest companies in the world are based in emerging markets. Perhaps it is time to let go of old-fashioned views and seriously consider this sector, writes J...

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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 6 hours 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 21 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...

1 day 1 hour ago