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Life/Risk

Strong performances by Stockland’s commercial property portfolios have the company on track to surpass its 2014 earnings growth by up to 7.5 per cent per security in 2015...

Life/Risk

Office space in Adelaide is expected to continue to provide low rental returns for investors as an oversupply drags rents down, a new report reveals....

Financial planning

Most Australians are in the dark about how much commission mortgage brokers are earning for their home loan advice, a survey has revealed. ...

Life/Risk

Fund manager, Placer Property, is seeking $26.5 million in equity from SMSFs and individual investors for its NewActon East Property Fund....

Financial planning

More high net worth individuals are seeking advice and are willing to pay for specialised services with many choosing to work with a single advice provider....

Funds management

Global institutional investors are increasingly steering towards boosting returns for their clients, after years of trying to stave off high volatility and market uncerta...

Accounting

Paper lodgements have dropped this tax season, as taxpayers move towards electronic mode and tax agents....

Financial planning

CBA is on the verge of losing the top spot for customer satisfaction, months after calls for a Royal Commission into its two of its planning businesses, a snapshot shows....

Financial planning

Australians are avoiding financial advice because of confusion about what a planner actually does, according to a report. ...

Funds management

Responsible investment is giving investors more than a warm fuzzy feeling inside, according to research house, Lonsec....

Financial planning

Australian planners have successfully rebooted their fee strategies and revenue channels in line with financial sector reforms, comparison shows. ...

Financial planning

Despite the emergence of robo-advice, most clients still want to meet their financial planner face-to-face, research shows. ...

Superannuation

Industry superannuation fund members with balances of more than $250,000 are more satisfied with their funds’ performance then those who invested with retail funds, a sur...

Financial planning

There has been a decline in the number of disputes handled by the Financial Ombudsman Service (FOS) relating to financial services providers, the industry umpire’s annual...

Rate the raters

Zenith has been named Money Management’s Research House of the Year for 2014, taking the title from last year’s winner, Morningstar, writes Nicholas O’Donoghue. ...

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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 month 4 weeks 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...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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

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

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