RETAIL INVESTORS

Editorial

A recent parliamentary report lamented the poor educational skills of 'mum and dad' investors and their inability to critically analyse retail investment products. But is...

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Editorial

Dominic McCormick looks at alternatives to mainstream investments and the role they can play in a diverse portfolio....

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Financial planning

ASIC has launched its Swimming Between the Flags guide for retail investors but it has proven to be less prescriptive than some feared....

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Financial planning

ASIC produces a consultation paper aimed at discussion around the creation of retail access to corporate bonds....

Editorial

Edwina Best and Amanda Rethus discuss the importance of researchers to the financial services industry and your business....

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Financial planning

Morningstar withdraws recommendation for AMP Capital Total Return strategy....

Funds management

Pengana Capital’s Asian Equities Long Short Fund is now accessible as a retail fund, having previously only been open to wholesale investors....

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Financial planning

The Australian Securities and Investments Commission (ASIC) has set a new standard in the use of credit ratings, with agencies now required to sign off on the use of the ...

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Financial planning

Global financial crisis has acted to make some socially responsible investment (SRI) funds less attractive to retail investors. ...

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Funds management

Noting an uptick in retail investor sentiment towards property, NAB has launched its first property trust in two years....

Financial planning

Despite comprising less than two per cent of retail funds, structured products have received more than their fair share of criticism over the past year. Vince Scully disc...

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Editorial

Doug Turek describes how bonds can be used as an easy-to-drive vehicle to a successful retirement....

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Financial planning

New research suggests institutional investment techniques can translate to private wealth management....

Editorial

One cannot help but ask whether the proposed changes to the margin-lending landscape are being rushed through, writes David MacLeod....

Financial planning

A review by ASIC may see ratings houses handed more power to control which product manufacturers use their analyses and how they are used....

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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....

1 week 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 5 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 3 days ago