WHOLESALE FUNDS

People & Products

Prodigy Investment Partners’ has offered advisers and their clients access to the Flinders Emerging Companies Fund at institutional prices through leading platform, HUB24...

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People & Products

Equity Trustees has become the responsible entity for Pentalpha’s Income for Life product, whose key objectives include capital preservation and capital growth....

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Financial planning

ASIC has cancelled PMIIG’s AFSL after it was found incompetent in providing financial services covered by its licence. ...

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Tools & guides

SMSF trustees with large balances can think about wholesale investment opportunities but advisers must warn them that protections and tests differ for wholesale compared ...

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Funds management

Wholesale funds growth rate is still strong at 13 per cent despite a -2.1 per cent drop for the June quarter, according to Plan For Life....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 4 weeks ago

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

1 week 5 days ago

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

2 weeks 3 days ago

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

3 weeks 1 day ago