INVESTORS
Funds management
The use of SMAs continues to gather momentum, with Macquarie adding them to its Wrap Platform....
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...
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....
Financial planning
Specialist financial services companies and larger banks are looking to grow their separate managed account (SMA) businesses over the next two years....
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...
Funds management
Financial advisers and their clients will be able to learn about exchange traded funds (ETFs) using a new educational microsite....
Financial planning
Class action specialists, Shine Lawyers, are investigating claims against Queensland based financial advice firm FTS....
Editorial
Current speculation about Asian markets provides little direction for prospective investors. Instead, they should adopt a long-term outlook, based on structural reforms, ...
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...
Financial planning
Allegations of “unsound and unreasonable” findings by the Financial Ombudsman Service are behind calls for an “urgent review” of the service....
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 ...
Financial planning
Perennial leverages derivative and risk expertise to deliver Australian shares product aimed at cushioning investors through downturns. ...
Financial planning
Infighting within the financial services sector could let down a generation of investors, a leading business consultant believes....
Financial planning
ASIC wants the financial services sector to take the lead in developing standards for the issuance of complex products....
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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MARKET INSIGHTS
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...