FUNDS MANAGEMENT

Financial planning

As investors move funds out of cash, retirees need a broader approach to generating income. ...

Editorial

Macquarie Group has announced a 17 per cent increase in net profit of $851 million for the full-year ended 31 March....

Funds management

The investment industry must change the incentive structure for asset managers to encourage them to value more long term investment horizons, according to chairman of the...

Editorial

BT Financial Group’s performance has helped drive a solid first-half performance for Westpac....

People & Products

Former Queensland Investment Corporation executive Trevor Cooke has joined UBS Asset Management as head of global real estate for Asia Pacific....

Funds management

Australian Unity Investments (AUI) proposes a merger of its two property funds before one of them reaches termination in June 2014....

Superannuation

Boutique fund managers are trying to grab a slice of the ever-growing self-managed super fund (SMSF) pie, but some are questioning whether it is worth the effort. ...

Editorial

BT Investment Management looks to target SMSFs on the back of strong first-half profit increase....

Financial planning

Colonial First State has reassumed its position at the top of the Wealth Insights platform rankings. ...

Funds management

ASIC’s review of MDA guidance has major flaws, according to Bailey Roberts Group....

Funds management

New US research points to increasing use of mobile apps by wealth management clients....

Financial planning

ASIC has successfully applied to the Supreme Court of Queensland for three south-east Queensland based companies to be wound up following its investigation into an unlice...

Financial planning

A former Bell Potter Securities adviser has been sentenced for dishonest conduct involving more than $1.7 million....

Financial planning

A group of Trio victims has condemned the Federal Government for its refusal to compensate them for their $176 million loss. ...

Financial planning

IOOF has posted strong results for the first quarter of 2013, with advice and platform segments increasing their contribution to the overall result....

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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 6 days ago

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

2 weeks 1 day 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 6 days ago
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