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Charter Hall targets HNW and SMSF investors with the launch of a second automotive retail property trust....

Funds management • 23 May 2016

Investors should take into account a growing correlation between direct and listed real estate over the long-term, according to AMP Capital’s study....

Funds management • 23 May 2016

Ralton AM has been awarded a mandate by IOOF to manage its large-cap Australian equities....

Funds management • 23 May 2016

Crowdfunder DomaCom and Lloyds Business Brokers have joined forces to plan the aquisition of Kidman Station....

Funds management • 23 May 2016

The former Schroder’s small cap team who created Spheria AM have tucked under the Pinnacle IM umbrella....

Funds management • 23 May 2016

Industry fund Energy Super has partnered with Mercer to deliver a post-retirement product based on an account-based pension utilising a longevity-risk pool....

Superannuation • 23 May 2016

Super funds need to address the flaws in their insurance policies, Blueleaf Consulting believes....

Superannuation • 23 May 2016

ANZ will launch its Grow Wrap after partnering with Macquarie in February, and will pilot a health and wellness pilot to relieve insurance costs for clients. ...

Financial planning • 23 May 2016

There will be over 200 planners and over $21 billion in retirement income when First State Super acquires StatePlus....

Financial planning • 23 May 2016

Super funds see robo-advice as a service they will provide free to members as a channel to comprehensive offerings that will attract a charge....

Superannuation • 23 May 2016

The Government appears to have upset some rusted-on Liberal voters with its Budget changes to superannuation but it remains to be seen whether it will actually matter on ...

Editorial • 23 May 2016

A former director of Genesys’ authorised representative, Vanguard Financial Planning, has pleaded guilty to misusing his position to gain financial advantage for someone ...

Financial planning • 23 May 2016

​A Queensland-based financial adviser who worked for a Countplus-aligned firm has been permanently banned from the financial services industry after he was found not to h...

Financial planning • 23 May 2016

Octaviar executives have been found to have acted dishonestly in their roles as officers as they neglected their best interest duty. ...

Financial planning • 24 May 2016

One-offs and oil sector drive the Australian dividends down in the first quarter, according to Henderson Global Dividend Index. ...

Funds management • 24 May 2016

CommInsure has appointed Deloitte to review past life insurance declined claims, while DLA Piper will examine ethical issues and policy definitions, medical file and reco...

Life/Risk • 24 May 2016

New research has revealed changing client attitudes towards wealth management, with advisers needing to become financial therapists rather than asset allocators....

Financial planning • 24 May 2016

An application made by a former AMP planner to restrain ASIC from making a banning decision has been dismissed by the Federal Court....

Financial planning • 24 May 2016

The employment of two new senior staff will strengthen innovation, according to the Australian arm of global insurer, MetLife....

People & Products • 24 May 2016

Investors can look forward to navigating today’s volatile markets with the Royal Bank of Canada’s new Australian currency overlay service....

Funds management • 24 May 2016
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MARKET INSIGHTS

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

1 week 5 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days 22 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 1 day ago
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