INVESTORS

Financial planning

While most investors think of the ASX when they think shares, there is also a thriving but lesser known share market that can offer quality investments at good prices. Pe...

Financial planning

Investors Mutual has set itself a target of $1 billion of funds under management in the next few years, according to the new client relationship and marketing manager Mar...

Financial planning

The Wattle Group, who hit the Money Management headlines last year after being accused of leaving a group of investors high and dry are back in the headlines. ...

Funds management

Macquarie Investment Management is to open up its private equity fund of funds MAIT (Macquarie Alternative Investment Trust) to retail in-vestors for the first time in ea...

Financial planning

Australian stocks are moderately expensive but far from as overvalued as the US market, according to Rothschild Asset Management's Callum Burns....

Financial planning

Investors and their advisers tend to pay scant attention to liquidity, what it costs and whether they need it. Just like more widely recognised factors such as market ris...

Financial planning

Commonwealth Securities, the Commonwealth Bank’s stockbroking arm, says it has experienced strong interest in the US share trading service it launched earlier this month....

Financial planning

Investors and their advisers tend to pay scant attention to liquid-ity, what it costs and whether they need it. Just like more widely recognised factors such as market ri...

Financial planning

In today’s increasingly sophisticated investment environment, it is more important than ever for financial advisers to keep up with new types of investment products on th...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 3 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 23 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
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