Financial planners’ lack of knowledge about hybrid fund structures is filtering through to retail investment clients, requiring more education and better research, accord...
Inflation products are increasingly being adapted for retail distribution, broadening their appeal beyond the institutional space as investors seek new sources of investm...
Real Estate Capital Partners has launched a new-style property investment fund designed to mitigate market conditions and continue to provide high income, even when prope...
Macquarie Funds Management has announced its plans for a London-based fixed income and currency division, expanding its presence within the global markets for the benefit...
The Financial Planning Association has released a checklist of regulatory requirements to assist members when advising clients on superannuation switching....
A sector review conducted by van Eyk has found fund managers offering a minimum strategic allocation of 50 per cent in combined domestic and global hybrid securities have...
Tyndall has revamped its portfolio blending tool, the Efficient Portfolio Constructor, in a bid to help advisers create more dynamic investment portfolios....
Macquarie has released the first annual growth figures for its flagship property fund, the Macquarie Direct Property Fund, along with a number of fund enhancements includ...
Self-managed superannuation fund balances are booming, according to SMSF provider Multiport, which has found in-specie transfers from assets such as listed shares, commer...
In a move Asteron believes is market leading, the insurer will increase its maximum sum insured for total and permanent disability insurance to $300 million from February...
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...