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Funds management

Lazard’s strict application of its 'preferred infrastructure’ paradigm has delivered outstanding results and is one of the central factors that helped it win the Property...

Funds management

Overseeing $30 billion in funds under advice and leading a team of 10 investment professionals in the highly demanding investment research business before the age of 30 a...

Financial planning

The Australian Securities and Investments Commission (ASIC) has permanently banned Victorian finance broker Kieu Thi-Thanh Huynh from carrying out credit activities after...

Funds management

Franklin Templeton Investments Australia has appointed two Australian fixed income specialists to its local investment team in a bid to create local absolute return fixed...

Financial planning

AMP offers cost reductions to customers using its North platform....

Funds management

Growth in the number of loans for residential investment properties is outstripping lending for owner-occupier homes, a survey reveals....

Funds management

Fund managers should focus on investing in stocks they are confident in instead of hedging their bets through diversification strategies, an academic believes....

Superannuation

ASIC declares it is taking a close look at one-stop shops seeking to traverse SMSF establishment and property investment. ...

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Policy & Regulation

High income earners will look for “clever ways” to avoid being hit by the Federal Government’s new 'repair levy’, a tax expert believes. ...

Policy & Regulation

Some of the Federal Government’s proposed new levies could foster tax avoidance by increasing perceived inequality, an accountant believes. ...

Financial planning

Investment adviser to four industry funds given 21 days to file defence in $14 million damages suit relating to breach of agreement....

Superannuation

With the increased scrutiny of self-managed super funds (SMSF) from the regulator, the soon-to-be-introduced penalty regime for trustees and the increasing diligence of S...

Financial planning

ASIC band former Melbourne credit representative from undertaking credit activities for five years....

Financial planning

The launch of an advice business by van Eyk has been questioned by a planning group and cautiously received by another research house...

Superannuation

Flow-on effects of lifting the pension age to 70 could see older Australians grow reliant on other social security benefits, says SPAA....

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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 3 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....

3 weeks 5 days ago

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

2 weeks ago

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

1 week 5 days ago
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