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Financial planning

An ongoing deterioration in the equity risk premium will require retail investors to “temper investment return expectations and adopt a more creative stance to eke out po...

Financial planning

Retail investors should ask more questions before putting their money into a structured product, beginning with whether they are being paid enough to take the associated ...

Financial planning

Fixed income specialist FIIG Securities Limited has called for greater transparency in the interest rate market and greater investment diversification from retail investo...

Funds management

Australia’s property funds management industry has grown by 30 per cent, or $65 million, in funds under management since 2004, despite the number of funds available to in...

Financial planning

Mercer Global Investments (MGI) has launched an income fund that represents its first product purely aimed at retail investors....

Financial planning

The corporate regulator has urgently sought orders to restrain the sole director of Palentia, a company formerly known as Kebbel, from leaving the country following a tip...

Financial planning

Equity Trustees EQT has boosted its responsible entity RE business by signing up Putnam and an additional two US fund managers entering the Australian market....

Financial planning

Wealth manager Bravura Solutions is seeking to raise approximately $40 million through an ASX public listing, primarily to fund product development, future acquisitions a...

Financial planning

Skandia has replaced the Colonial First State Property fund with Perennial’s Australian Property Securities Fund, following the departure of Stephen Hayes and his team to...

Financial planning

Aurora Funds Management has released an absolute return fund to provide investors with access to the global fixed income markets....

Funds management

Pentacle Property Funds Management has released two unlisted direct property fund of funds with unique features to address the liquidity concerns associated with the asse...

Financial planning

AMP Capital Investors has made its first serious foray into the retail market with the launch of four open ended funds through its Private Clients channel....

Funds management

A Melbourne-based fund manager has launched its first retail property, which includes government-leased properties as the assets....

Financial planning

Despite being a relatively new concept for Australian investors, structured products’ assets under management will increase threefold within the next three years, accordi...

Financial planning

Jana Investment Advisers has made its initial entry into the retail market with the launch of two multi-manager, long/short investment products....

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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