PROPERTY

Accounting

An accountant and his daughter were sentenced to jail by the County Court of Victoria after being found guilty of intending to permanently deprive their clients of more t...

Financial planning

Challenger International’s flagship fund, the Howard Mortgage Trust, has seen its assets under management rise to more than $2 billion, placing it in the top 10 largest m...

Financial planning

Challenger International has made changes to its board structure in the wake of criticism of its corporate governance practices with the roles of chair and managing direc...

Financial planning

The Australian Securities and Investments Commission (ASIC) has capped off a busy week after requesting an investment advisory group to notify clients regarding incorrect...

Financial planning

Two Melbourne men associated with the failed Lifestyle property group have been sentenced to a total of seven years jail after pleading guilty to charges brought by the A...

Financial planning

The level of outstanding loans relating to margin lending accounts, as well as the number of margin lending clients, have grown dramatically in the past year. PRUE MOODIE...

Editorial

The complex nature of hedge funds should not stop advisers from recommending them, says DOMINIC McCORMICK....

Financial planning

Peter Polson will be retiring from his post of head of the Commonwealth Bank’s investment and insurance sales division at the end of next week....

Financial planning

InvestorWeb has reacted to BT Funds Management’s decision to outsource its international equities management to Putnam by rating funds in this area with a buy recommendat...

Funds management

International equities will once again rise to the the top in terms of investments performance with an expected 13 per cent growth over the next year, outstripping domest...

Financial planning

The management, sector performance and funds of AXA Funds Management have been given a strong rating by Assirt....

Funds management

With an influx of new players into financial planning, NICK BRUINING reckons its time to check the definitions of some well-known industry terms, just to put the newcomer...

Financial planning

Perpetual Trustee and the James Fielding Group have signed a joint venture to form a new funds management outfit focused on the listed property securities market....

Financial planning

CPA Australia is clearing the way for its members to go down the path to financial planning in releasing a CD-Rom designed to give accountants a leg-up into the advice in...

Funds management

The Challenger International group has been forced by its auditor to seek an independent assessment of the methodology used to determine the value of its property assets....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 8 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago