FINANCIAL PLANNING

INDUSTRY NEWS

The Waltus Property Investment Group has merged its trans-Tasman operations to become a major player in Australasia’s property syndication business with assets of more th...

INDUSTRY NEWS

Wholesale fund manager UBS Asset Management (UBSAM) has made a defacto entrance into the retail market by lowering the minimum entry figure for access to its funds and in...

INDUSTRY NEWS

It appears there are a few people around the traps with a fair bit of time on their hands. Sure it doesn’t take much time to string together a few humorous words to make...

INDUSTRY NEWS

Ethical investing has been given a shot in the arm with the creation of the Ethical Investment Association set to be launched later this month....

INDUSTRY NEWS

Correction In our article of 13 April by Julie Bennett headed “Money Growing on Blue Gums”, we reported that van Eyk Capital had “strongly recommended” an invest-ment in ...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has banned Sydney-based finan-cial adviser Howard Owen for two years....

INDUSTRY NEWS

I read with interest the Money Managment article on ethical investment by Jason Spits and the adviser comments (Money Management, April 13)....

INDUSTRY NEWS

More than half of fund managers with Australian equities teams have had a start to the millennium they would probably prefer to forget....

INDUSTRY NEWS

Project management has come a long way in the past ten years. Once seen as the last job before exiting a company, Stuart Engel discovered project managers are now some of...

INDUSTRY NEWS

Rothschild has shaken up its investment process for the first time in its 20 year history in Australia. Stuart Engel and Kate Kachor take a look at the group’s new multi-...

INDUSTRY NEWS

The Australian Investment and Securities Commission (ASIC) has begun court proceedings after an investigation into losses incurred by the Employees Produc-tivity Award Su...

INDUSTRY NEWS

Mercantile Mutual has restructured its distribution and dealer group networks by housing the entire operation under the one roof....

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....

6 days 1 hour 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 4 days ago
moneymanagement logo