FEATURES

The announcement of a healthy 15.6 per cent growth in funds under administration for St George-owned Sealcorp over the past twelve months today has significantly boosted ...

With increasing litigation and concerns over professional indemnity insurance, Macquarie’s David Shirlow believes his presentation has particular relevance. Julie Bennett...

All things considered, the economic outlook is looking reasonably good. Mike Taylor reports....

The investment industry has long been criticised for being reactive in its provision of products. Perhaps this is partly the result of the long lead time in getting a new...

Financial planning provider Deakin Financial Services has forecast a $1.9 million loss in its preliminary final report for the year ending 30 June 2003....

What can you do to help protect your client’s assets following a marital breakdown? John Mazzotta says the answer may lie in binding financial agreements (BFAs)....

Life houses have grasped the opportunity to pass judgement on risk research groups, but as Julie Bennett discovered, they also feel the raters are getting some things rig...

Life insurance houses have not damned the industry researchers but then again, as Jason Spits reports, they are not entirely pleased with what is available....

While risk companies have concerns about the processes and representation they receive from industry researchers, the researchers themselves have some gripes of their own...

Australian Unity is to double the size of its financial planning business and launch a new superannuation administration service by the end of October despite reporting a...

Some advisers have successfully recommended direct equities. But Rob Keavney argues that for most, the difficulties involved will swamp the perceived benefits....

Property syndicates remain one of the easiest and most popular forms of investment in direct property – but when is the best time to invest? John Wilkinson reports....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

5 days 23 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 3 days ago
moneymanagement logo