PORTFOLIO MANAGEMENT

People & Products

New appointments designed to strengthen Russell’s Asia-Pacific presence....

Financial planning

MySF launches new product....

Financial planning

Planners are beginning to embrace reverse mortgages. JANINE MACE investigates their changing attitudes....

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Financial planning

Offshore and local investors targeted....

Financial planning

Scale drives changes....

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Financial planning

Abstract Long...

Superannuation

The demand from investors and their financial advisers for higher return-seeking investment solutions continues apace. Advisers should focus on product that makes the mos...

Financial planning

An Australian investment manager has brought Eastern Europe to our shores....

Financial planning

Pilot program pays dividends....

Financial planning

Abstract Long...

Financial planning

Bravura increases its client base and capabilities....

Financial planning

The emerging duopoly of multi-functional financial planning software providers in the Australian market is a response to demand for well-capitalised, voluminous providers...

Editorial

For investors looking for the right combination of property exposure, liquidity and diversification, ‘hybrid’ property funds are emerging as a winning strategy, writes MA...

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Financial planning

Portfolio administration service provider Praemium has launched the desktop component of its V-Wrap application, which features the ability to access live share market da...

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Financial planning

Invesco anticipates the ‘on hold’ rating it received from Standard & Poor’s yesterday for its Australian share funds will remain for the next couple of months while it lo...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 2 days ago