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Financial planning
A Victorian Supreme Court judge has issued an important warning on the potentially conflicted nature of investment scheme promoters acting both as fund manager and respon...
Financial planning
Former Macquarie portfolio manager, Oswyn de Silva pleads guilty on insider trading charges....
Financial planning
A Melbourne law firm has assisted financial planners in postponing a meeting of Willmott Forests grower investors....
Financial planning
The next big step in ESG research needs to be the standardisation of data and disclosure....
Financial planning
Dealer Group Advisers director Andrew Wheeler points to research that suggests the Government has overestimated the level of volume rebates received by advisers, and whet...
Financial planning
Praemium gains 20 per cent stake in partner in lieu of payments....
Financial planning
Advisers who have found their ‘revenue world shrinking’ are now considering residential property advice, according to the Ironstone Group’s Jason Isherw...
Funds management
ETFs may be a better option than listed investment companies for investors looking to go it alone by using managed investment vehicles, according to Russell Investments....
Financial planning
The chairman of Count Financial, Barry Lambert, has announced the appointment of Don Sharp, co-founder of Bridges Financial Services, as a non-executive director of Count...
Funds management
There are strong cases for investing in emerging economies, and even greater possibilities may be found in ‘frontier’ economies, according to HSBC’s Nick Timberlake....
Financial planning
AMP has named a telecommunications executive, Hugh Humphrey, as Hillross’ new managing director....
Superannuation
Research by Russell Investments has found many super fund boards are ineffective in delegating to investment committees, while more than 50 per cent of super funds have n...
Editorial
There is a heavy reliance on equities when it comes to investment portfolio construction, but getting the balance right is no easy task, writes Stephen Hart....
Funds management
Tactical asset allocation is coming back into vogue in an environment of higher volatility and lower returns, according to Barclays Capital’s director of funds busi...
Superannuation
AMP will be rolling out a superannuation member benefits report that the company says is designed to be highly personalised, easy to read and understand, and helpful for ...
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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...