AUSTRALIAN INVESTORS

Financial planning

A direct share trading facility has been introduced within the Strategy Portfolio Service, enabling financial advisers using the wrap account to include direct equity inv...

Financial planning

THERE currently exists a level of euphoria surrounding individually managed accounts (IMAs) in the Australian investment marketplace that is highly questionable....

Financial planning

AUSTRALIANS are paying too much for funds under management, and consumers should have the option of paying fees on a performance basis to compensate for underperforming f...

Financial planning

For those Australian investors who have prided themselves on complaining about anything and everything for much of their lives, here’s a spanner for your works....

Financial planning

Australia’s first Separately Managed Accounts (SMA) product for the retail market, the Asgard SMA for shares offering, was officially launched by Sealcorp Holdings yester...

Funds management

SPECIALIST fund-of-hedge-fund manager Investor Select Advisors is looking to team up with an Australian funds management group in an attempt to grab a foothold in Austral...

Financial planning

Australia’s managed fund industry has become hamstrung in its attempts to gain widespread support for ethical investment funds because of a lack of knowledge about the se...

Financial planning

Australian investors have reviewed their bullish optimism over the performance of the Australian share market and are now bracing themselves for the full impact of a down...

Financial planning

Sixty per cent of proactive investors who put their money into managed funds seek out the services of a financial planner, the, the Challenger/ASSIRT Proactive Investors...

Superannuation

The Australian Taxation Office (ATO) has threatened to prosecute the Australian based agent of an offshore group after it discovered the group arranging to give Australia...

Financial planning

The confidence of Australian investors in the Australian economy and their investing environment has improved significantly since the end of last year, according to the l...

Financial planning

It is a phrase that will no doubt end up lost in the cluttered, oversized pile of clichés – that Australian investors are Internet savvy. However, regardless of its clich...

Financial planning

Tower Asset Management will expand its socially responsible investments (SRI) offering after it has struck a deal with international SRI manager Storebrand....

Funds management

Assirt is to include hedge funds on its research radar for the first time....

Financial planning

The New York Stock Exchange will run a pilot program this year to test a global stock exchange, comprising ten of the world’s leading markets, including Australia. This G...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

4 weeks 1 day ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks ago