MELBOURNE
Financial planning
Melbourne adviser, Tim Townsend, has launched his own financial advisory community called WealthLeaders eXchange to empower advisers and raise the bar of best practice....
SMSF
A former Melbourne financial planner has pleaded guilty to three counts of engaging in dishonest conduct regarding SMSFs while running a financial services business. ...
Funds management
Sydney and Melbourne have been listed as among the top investment destinations in 2022 for institutional investors who have revealed a strong appetite for non-listed real...
Funds management
Australian cities still remain high on investment agenda with the office sector in the Asia Pacific being a preferred sector for the international institutional investors...
Financial planning
Faced with at least six weeks of Level 4 lockdown, financial advisers in Melbourne need regulatory relief around opt-in and other key client interactions....
Financial planning
FASEA will only provide remote proctoring to Melbourne attendees of the August exam due to COVID-19 restrictions, but regional Victoria will continue with physical exams....
Funds management
More than 70% of investors have declared readiness to increase their allocations in Asia Pacific real estate in 2020, with Australia’s biggest cities topping the ranking,...
Financial planning
Fiducian has expanded its planning footprint into new territory by acquiring planning businesses in north-east Melbourne and Gippsland. ...
Funds management
AMP Capital has inked a deal to buy 5.2 per cent of the largest desalination plant in the southern hemisphere. ...
Funds management
TH Real Estate inked a deal to buy 33 per cent of Myer’s flagship store, located in Melbourne, for $151.3 million. ...
Life/Risk
Queensland’s capital is outshining Melbourne when it comes to attracting Australian property investors, research 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...