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Financial planning

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Financial planning

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Financial planning

International strategic investment company Guinness Peat Group has sold its 19.4 per cent stake in ASX-listed Australian Wealth Management, realising a profit of approxim...

Financial planning

Scottish fund manager Martin Currie plans to launch an Australian version of its Global Alpha Fund later this year....

Life/Risk

The Government’s simpler superannuation initiatives have created inconsistencies that could result in people ending up with low or inadequate levels of death and total an...

Financial planning

A two-year-old rift between retail fund manager UBS Asset Management and research house van Eyk over a perceived conflict of interest appears to be over....

Funds management

Investors need to add an international property fund to their portfolio to achieve diversity in this asset class....

Funds management

Funds inflow to the hybrid property funds sector has grown by 400 per cent over the past two years to stand at a total of $6.06 billion in funds under administration at D...

Financial planning

A former financial adviser has been ordered to stand trial in the Bendigo County Court to answer 19 fraud-related charges relating to the misappropriation of $1.3 million...

Financial planning

Invesco anticipates the ‘on hold’ rating it received from Standard & Poor’s yesterday for its Australian share funds will remain for the next couple of months while it lo...

Financial planning

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Financial planning

Flowers Financial Group has entered into a strategic alliance with Ipac Securities with a view to growing the financial planning arm of its business....

Financial planning

Financial planning group Storm Financial will undergo a major restructure of its research business to accommodate the group’s continued growth....

Superannuation

Australia’s baby boomers are better prepared financially than first thought, with a new report finding they have high average wealth, historically high levels of home own...

Financial planning

A former director of Progressive Investment Securities has been convicted on nine charges of making false statements under oath to the Australian Securities and Investmen...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

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

5 months 2 weeks ago

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

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 3 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 1 day ago