INVESTORS

Funds management

Demand for international assets took a beating in August 2014 by two per cent but high net worth (HNW) investors are bucking this trend...

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Funds management

A Victorian property developer who defrauded investors has been sentenced to five years and three months in jail, following an investigation by ASIC....

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Financial planning

Specialist financial services companies and larger banks are looking to grow their separate managed account (SMA) businesses over the next two years....

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Financial planning

Your Super Accountant has paid a $2040 infringement notice penalty in relation to potentially misleading statements about the cost of setting a self-managed superannuatio...

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Funds management

Financial advisers and their clients will be able to learn about exchange traded funds (ETFs) using a new educational microsite....

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Financial planning

Class action specialists, Shine Lawyers, are investigating claims against Queensland based financial advice firm FTS....

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Editorial

Current speculation about Asian markets provides little direction for prospective investors. Instead, they should adopt a long-term outlook, based on structural reforms, ...

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Funds management

Investors are being warned against specifically targeting asset classes that provide tangible income at an attractive rate without taking into account the need for versif...

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Financial planning

Allegations of “unsound and unreasonable” findings by the Financial Ombudsman Service are behind calls for an “urgent review” of the service....

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Superannuation

A Victorian man has been charged with fraud after he allegedly coaxed investors to refinance their self-managed super funds and/or homes to fund his property development ...

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Financial planning

Perennial leverages derivative and risk expertise to deliver Australian shares product aimed at cushioning investors through downturns. ...

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Financial planning

Infighting within the financial services sector could let down a generation of investors, a leading business consultant believes....

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Financial planning

ASIC wants the financial services sector to take the lead in developing standards for the issuance of complex products....

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Funds management

Australia’s property market is being driven by a surge in first time investors, who view it as a way to future proof their wealth, a survey reveals....

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Funds management

More Australian investors are keen to increase their exposure to overseas assets this year compared to the same time last year, according to the Certitude Global Investin...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day 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 1 week 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 ago

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

9 months 2 weeks ago