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Property group Becton has launched the first retail mezzanine fund for property investment aimed at the self-managed superannuation fund market but denies the move is des...
OFM Investment Group is conducting due diligence on a new administration outsource provider after mutually agreeing to part with incumbent provider, State Trustees, follo...
The Investment and Financial Services Association (IFSA), the Financial Planning Association (FPA) and the Association of Superannuation Funds of Australia (ASFA) will jo...
The new head of retail at JB Were Investment Management (Were), Gordon Thoms, has rejected any moves to become a platform provider and says the group would look for new o...
The Australian Securities and Investments Commission (ASIC) today scotched claims that it only targets industry big-hitters by stressing it focuses on “wrongdoing, not in...
Financial planners and dealer groups may be held liable for incidental advice or even casual comments after a recent decision by the Financial Industry Complaints Service...
A growing number of financial planners are ordering dealer groups to sign restraint of trade agreements to protect their client bases and opting not to sign-up with group...
The financial services industry’s preoccupation with large-scale business operations is creating significant performance issues for bigger players in the industry, argues...
Garrisons Financial Planning has signed an exclusive three year agreement with Queensland Police Credit Union (QPCU) to provide financial planning services to its 34,000 ...
Listed investments are not a new development and have been available to advisers for many years. As such a whole industry has been established around them....
Listed investments are readily accessible, well established and offer diversification, but they’re not yet in widespread use by planners....
Investors rattled by the underperformance of some traditional asset classes over the past few years may be warming to the inclusion of alternatives in their portfolios. C...
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Podcast
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...