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Financial planning

The new economy has brought with it new criteria for investor protection, a senior ASIC commissioner has told members of the FPA Melbourne chapter....

Financial planning

Private banks have failed to understand investors, and are sending clients irrelevant information and ignoring their real needs....

Financial planning

The new economy has brought with it new criteria for investor protection, a senior ASIC commissioner has told members of the FPA Melbourne chapter....

Financial planning

While a reasonable proportion of investors access financial services information over the Internet and are confident in conducting transactions via this means, the majori...

Funds management

For financial planners to attract and retain affluent clients, the so-called emerging wealth investor, such as self managed super fund trustees, they need to offer a broa...

Financial planning

The Australian Securities and Investments Commission (ASIC) recently issued a warning, telling investors and advisers to be aware of the pitfalls of share trading systems...

Financial planning

A former AMP financial adviser has been banned for life from acting as an in-vestment adviser....

Financial planning

A former AMP financial adviser has been banned for life from acting as an invest-ment adviser....

Financial planning

The picture for gold stocks is brighter than it’s been for some time, but investors, it seems, are just not seeing it....

Financial planning

Last month, Australia’s investment watchdog fired out a missive to investors alerting them to the dangers of the margin lending market. Samantha Walker asked the in-dustr...

Financial planning

The booming margin lending market may be attracting heat from regulators around the world, but Ralph inspired tax changes are set to keep the flame burning. Jason Spits ...

Financial planning

The world’s largest active fixed interest manager, US-based PIMCO, says there is a unique opportunity for fixed interest investors in the middle range of credit qual-ity ...

Financial planning

Hillross Financial Services is to begin a mail-out to 2,500 of its investors in its PortfolioCare Investment Service this week, following news its disclosure docu-ments m...

Financial planning

All planners know the pitfalls of recommending investments that do not fit the risk profile of their clients. Putting aside the ultimate scenario of a disgruntled investo...

Superannuation

Tower Life Australia hopes to raise $40 million from its new Protected Equity Bond which is being distributed direct to investors via a call centre....

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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 3 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 3 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 3 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 2 days ago

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

3 weeks 3 days ago

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

2 weeks 4 days ago