PROPERTY

Financial planning

Mariner Financial has moved to boost sales of its equity release product by entering a strategic deal with three dealer groups to offer the products to clients, and launc...

Financial planning

ANZ Financial Planning will be the first dealer group to pilot a new, online client management solution for financial advisers....

Financial planning

Macquarie has launched a new property fund that will invest in the agricultural sector. However, the fund manager will be buying farms, land and related agricultural buil...

Financial planning

Licensing of people who provide advice on financial services products is not a straight forward subject. Admittedly, the Financial Services Reform Act (FSRA) bought toget...

Financial planning

Current poor returns from the bond market could signal Australia once again plunging into a recession according to research house Standard & Poor’s....

Financial planning

Fewer than half of active fund managers that have beaten the benchmark in their investment category have achieved positive excess returns as a result of management skill ...

Funds management

Research house Morningstar has not lifted its ‘avoid’ rating on Colonial First States’ global property securities fund, despite the Commonwealth Bank-owned fund manager a...

Financial planning

Two Victorian men who convinced their clients to roll their superannuation benefits into a self-managed super fund before pumping the money into their own petrol station ...

Financial planning

Financial Planning Association deputy chair Sarah Brennan and industry consultant Tom Collins have spoken openly about their involvement with Westpoint Corporation, as Br...

Funds management

Solid stocks like infrastructure and financial companies, well researched low-grade bonds and unlisted property trusts have been identified as the best investment classes...

Financial planning

It’s the Chinese year of the dog, and participants in the Australian share market are wondering where the canines lurk as talk of a correction ramps up. But thanks to the...

Financial planning

The structural change experienced by the local listed property trust market has not dulled the attractiveness of the asset class and has enhanced the importance of active...

Financial planning

The Financial Planning Association has confirmed that it is investigating six complaints about its members in relation to the failed Westpoint group....

Financial planning

The managed funds industry finished off 2005 with weaker investment flows in the December quarter, according to the latest Standard & Poor’s Market Share Preliminary Find...

Funds management

Melbourne-based research house Lonsec has delivered an upbeat assessment of hybrid property products....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 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...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

5 days 11 hours ago

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

2 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 3 days ago
moneymanagement logo