GEARING

Financial planning

Tailored, white label structured solutions are in demand with dealer groups and boutique fund managers wishing to gain access to broader asset classes and differentiate t...

Editorial

Many financial planners today face having to adopt a fee-for-service model. Much more is being written on the need for this than on how to implement it in practice. Rober...

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Editorial

With the financial crisis effectively over, Benjamin Levy examines the state of the direct property market and looks at the role it should play for investors in the futur...

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Editorial

This time we need to be fair dinkum about managed investment scheme change, writes Anthony Abraham. ...

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Financial planning

Those advising on gearing in super will need to ensure they are licensed to deal in derivatives by the end of September under draft regulations released yesterday....

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Editorial

Financial planners have a bad reputation, but there should be a distinction between 'proper' financial planners and the 'bottom dwellers', writes Michael Dale....

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Financial planning

A number of independently owned dealer groups have broadly supported regulatory changes put forward by Chris Bowen, but some have expressed concern the changes favour ban...

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Financial planning

Questions about the future direction of one of Australia’s biggest, non-institutionally owned dealer groups may have been resolved last Friday, but PIS' merger partner co...

Financial planning

Mary Ferizis outlines the key legislative changes regarding margin lending, and the impact the changes will have on financial advice....

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Financial planning

New legislation has prompted concern about the future of margin lending among industry commentators. Yet with confidence that the rebounding share market will stimulate f...

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Financial planning

Australian unlisted property funds delivered a positive 2.2 per cent total return for the March 2010 quarter, the second positive quarterly return recorded since August 2...

Financial planning

ASIC's new consultation paper on agribusiness schemes has prompted specialists to argue that debt rather than general information was the major problem....

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Financial planning

Cromwell property group looks to stabilise its property fund and resume unit-holder distributions by purchasing property holdings....

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Financial planning

PIS has signed a joint venture agreement that will give it entry to the cash management space....

Editorial

The unlisted property sector is in crisis, writes Robert Keavney. He explains why this is not the first time and expresses concerns that it will happen again....

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

1 day 12 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

1 day 13 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 day 13 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago