INVESTORS

Funds management

The use of SMAs continues to gather momentum, with Macquarie adding them to its Wrap Platform....

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Funds management

Demand for international assets took a beating in August 2014 by two per cent but high net worth (HNW) investors are bucking this trend...

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Funds management

A Victorian property developer who defrauded investors has been sentenced to five years and three months in jail, following an investigation by ASIC....

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Financial planning

Specialist financial services companies and larger banks are looking to grow their separate managed account (SMA) businesses over the next two years....

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Financial planning

Your Super Accountant has paid a $2040 infringement notice penalty in relation to potentially misleading statements about the cost of setting a self-managed superannuatio...

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Funds management

Financial advisers and their clients will be able to learn about exchange traded funds (ETFs) using a new educational microsite....

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Financial planning

Class action specialists, Shine Lawyers, are investigating claims against Queensland based financial advice firm FTS....

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Editorial

Current speculation about Asian markets provides little direction for prospective investors. Instead, they should adopt a long-term outlook, based on structural reforms, ...

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Funds management

Investors are being warned against specifically targeting asset classes that provide tangible income at an attractive rate without taking into account the need for versif...

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Financial planning

Allegations of “unsound and unreasonable” findings by the Financial Ombudsman Service are behind calls for an “urgent review” of the service....

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Superannuation

A Victorian man has been charged with fraud after he allegedly coaxed investors to refinance their self-managed super funds and/or homes to fund his property development ...

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Financial planning

Perennial leverages derivative and risk expertise to deliver Australian shares product aimed at cushioning investors through downturns. ...

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Financial planning

Infighting within the financial services sector could let down a generation of investors, a leading business consultant believes....

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Financial planning

ASIC wants the financial services sector to take the lead in developing standards for the issuance of complex products....

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Funds management

Australia’s property market is being driven by a surge in first time investors, who view it as a way to future proof their wealth, a survey reveals....

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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. ...

5 days 21 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 12 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago