Over the past few years, the Financial Planning Association has called on ASIC to regulate real estate agents who provide property investment advice. Shifting the spotlig...

From a friendly society tradition, IOOF funds management operation has emerged as a business in its own right. ...

On March 26, the Prime Minister announced a package of new tax incen-tives for gifting. These incentives will appeal to philanthropically inclined financial planning cli...

Proposals to licence all New Zealand advisers has fallen on silent ears at the country's leading associations, according to New Zealand First consultant, Roly Metge....

The Managed Investments Act 1998, (MIA) made changes to the regula-tion of managed investment funds with the aim of ensuring greater ac-countability of fund managers to i...

Most traditional value managers have been languishing at the bottom of the performance charts over the past year, but not Perpetual In-vestments. The group grabbed third ...

Self managed super funds are continuing to go through boom times. With the lead up to June 30, an unprecedented number of self-managed super funds are being es-tablished....

It's that hectic time of the year again when all and sundry are looking for that quick gap before the beans are counted....

Your correspondent's article "Lifestyle launch on despite an ATO notice" (Money Management, April 29) could be seen as another example of front page sensationalism, but s...

Australia looks set to introduce the world's first property index - one which can provide a benchmark for portfolio performance and can be used as the basis for the devel...

Perpetual Investments has restructured its balanced fund, giving it more of a global orientation in line with its strengthened relationship with Fidelity In-ternational. ...

Credit Suisse Asset Management is new to the retail market, having only just launched a series of funds aimed at the private investor. The response from the market, howev...

At the end of April, the Assistant Treasurer released an exposure draft of the Superannuation Legislation Amendment Bill (No. 4) 1999. This is the legislation that implem...

Margin lending clients can open up a whole new demographic market for advisers, according to Macquarie Bank Equities Lending associate di-rector, Mary Thompson. Thompson,...