PROPERTY

Financial planning

You want to run a hugely successful financial planning business that gives you a high level of personal satisfaction and the respect of your peers....

Financial planning

Mortgage funds are struggling to gain significant traction against other funds management products in the market according to a report reviewing the relative merits of th...

Editorial

The investment and planning world seems to be dividing into two camps with respect to “alternative” investment strategies and assets (hedge funds, managed futures, commod...

Superannuation

For so long, all of us have believed that superannuation is for the purpose of providing for our retirement. We told our clients to work hard, put their money into super ...

Financial planning

The first separately managed account for wraps has been launched by Direct Portfolio Services, and the company is currently in discussions with a number of platforms abou...

Financial planning

A new report by Chant West is likely to enflame the ongoing fees debate between industry funds and retail master trusts by accusing some industry funds of not passing on ...

Funds management

A cooling residential property market has failed to put Australians off selecting houses as a primary source of investment, a new survey has found....

Editorial

Trustee, funds management and financial planning company Trust Company of Australia has posted an after tax profit for the first six months ended August 31, 2005, of $20....

Funds management

Macquarie Direct Property Management has launched an open ended unlisted direct property fund formed from a merger of five of the firm’s unlisted direct property syndicat...

Financial planning

In anticipation of an approaching “demand explosion” in the equity release market, Lonsdale Financial Group has created a preferred list for reverse mortgages, with Blues...

Financial planning

ASIC has launched Federal Court action against the directors of a failed Victorian vendor of equity release products that put the financial security of at least 120 inves...

Financial planning

Investments in alternative assets are set to rise over the next two years, driven mainly by the increased use of hedge funds, according to a Russell Investment Group surv...

Financial planning

Sunsuper has turned conservative, almost doubling its allocation to alternative investments to 15 per cent in the expectation of tough times ahead....

Financial planning

With the value of the reverse mortgage market tipped to skyrocket to be worth $7 billion, an industry association has warned investors to beware of substandard products a...

Funds management

Vanguard Investments Australia has launched two new international properties securities index funds aimed primarily at risk reduction rather than return enhancement....

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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 6 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
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