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Financial planning
Several Australian superannuation funds are set to invest in Bermuda-based Orbis Investment Management’s new locally-based wholesale international equities fund, which wa...
Financial planning
Members of superannuation funds that still use a credit rating approach to allocate investment earnings could suffer significant financial losses if they switch funds....
Financial planning
Van Eyk and property research group, Managed Investment Assessments have released the first report completed under a strategic alliance formed by the companies in April t...
Financial planning
Imagine what would happen if the government allowed major pharmaceutical companies to set up general practitioner practices and pay GPs trail commissions on they drugs th...
Financial planning
A former Mawson Securities adviser who allegedly defrauded the Queensland company of nearly $500,000 is one of three separate fraudsters to be set upon by the Australian...
Financial planning
Even though they are yet to become law, the corporate regulator says it will generally accept the Federal Government’s proposed refinements to financial services legislat...
Life/Risk
AMP has extended its Flexible Lifetime range, introduced enhanced product features and updated commission options in the risk and insurance areas....
Financial planning
Macquarie Investment Management is poised to take the mantle of Australia’s largest investment manager from the Commonwealth Bank’s Colonial First State, according to the...
Financial planning
Allegations of misleading conduct and mismanagement are behind a class action launched yesterday by 737 investors against AM Corporation founder David Smith and a former ...
Financial planning
Trustees of superannuation funds have been given an extra year by the corporate regulator to provide Product Disclosure Statements to members that are meant to detail dif...
Superannuation
Last June the corporate watchdog went on the attack in the Apple Isle. As most people have probably heard by now, their victim, Hobart based adviser and authorised repres...
Financial planning
A former director of unlicensed Sydney financial services, Pegasus Leveraged Options Group, has plead guilty to stealing $2.1 million from clients....
Financial planning
The Australian Securities and Investments Commission has revised its policy statement PS176 to make it easier for wholesale foreign financial services providers to operat...
Funds management
There may be fewer competitors in the multi-sector category of the Fund Manager of the Year Awards, but it doesn’t make it any less easy a category to judge. Assirt fund ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...