INVESTORS

Financial planning

More Australian investors are intending to increase their exposure to overseas assets, according to the latest Certitude Global Investing Intentions Index....

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Financial planning

A new ASIC survey reveals investors and consumers are largely sceptical when it comes to the integrity of financial advisers, while some of the other industry gatekeepers...

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Funds management

Clestus Weerappah has been sentenced to four years jail over his role in the collapse of property development group Dollarforce Financial Services (DFS) in 2009....

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Funds management

Platform flows are improving as the wall of cash breaks down....

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Superannuation

ASIC’s SMSF taskforce finds some disturbing features within low-balance SMSFs....

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Superannuation

ASIC’s Medcraft claims SMSFs are particularly at risk with respect to hybrid securities....

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Financial planning

Mason Stevens has launched a managed account product based on the Magellan Global Equity Model Portfolio. ...

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Editorial

The conundrum of low returns sets up a desire to take on greater risks. Taking responsibility and lowering risk during times of poor expected returns makes sense, accordi...

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Financial planning

La Trobe Financial to manage trust after GFC setback causes closure....

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Financial planning

Japan has embarked upon a bold new experiment to boost its moribund economy using monetary, fiscal and structural measures – the “three arrows” – and investors too will n...

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Editorial

How many winners do you need? Richard Skelt from Fidelity explains how investment performance is actually generated and asks whether the concept of ‘batting average’ is a...

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Superannuation

State Street Global Advisors has launched an ETF aimed at providing investors with access to international equities whilst also mitigating against what is an increasingly...

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Editorial

Investors are flooding back to property, and as they do they might start asking whether direct or listed is the way to go – or perhaps even both. Freya Purnell writes....

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Financial planning

Active investment manager RWC has announced the launch of the RWC Global Horizon Fund, based on the presence of recently-recruited specialist Louise Keeling....

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Financial planning

ANZ has launched a protected lending product targeting high-end self-managed super funds, wholesale investors and executives with employer-related share exposures....

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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 3 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 18 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...

22 hours 45 minutes ago