PROPERTY

Editorial

Be sensitive to your clients’ concerns and address them with information that reflects their original investment objectives....

Funds management

The influential van Eyk research group has placed BT/Sagitta’s listed property funds on a ‘Hold’ rating following the recent resignation of the group’s head of listed pro...

Funds management

Boutique property fund manager MacarthurCook is poised to achieve its back-door Australian Stock Exchange listing after shareholders in Local Telecom and Internet agreed ...

Financial planning

The big are getting bigger in the agribusiness sector, while smaller players are falling by the wayside, writes John Wilkinson....

Financial planning

The only part of the BT Funds Management (BTFM) group not to merge with Westpac, the direct and listed property groups, are set to re-establish themselves in the retail m...

Editorial

The promise of positive returns in an otherwise dour investment climate could help advisers overcome their fear of agribusiness schemes. John Wilkinson reports....

Editorial

Many property syndicates have such flawed structures they would be completely unacceptable in any other form of managed investment, says Rob Keavney....

Financial planning

Sydney-based financial planning dealer group Madison Financial Group has signed on with industry research house Lonsdale Securities (Lonsec) giving the latter its second ...

Financial planning

US fund manager Bernstein plans to set up a local fund management team to look after Australian equities....

Financial planning

Barclays Global Investors (BGI) and Perpetual Investments have both been issued with glowing report cards by two separate research houses today....

Editorial

In the past 12 months Singapore’s financial services industry has begun to swell as Australian groups spread their wings into Asia. As Kate Kachor reports, Singapore is n...

Superannuation

Self-managed super funds have just about everybody interested - including the Tax Office. Barbie Chiro reports....

Financial planning

It’s currently fashionable to call financial planning ‘life planning’, but Tom Collins argues that is exactly what financial planning has always been....

Financial planning

Australian Unity is one of the few mutual groups still in the financial services market and, as John Wilkinson writes, its new managing director plans to make sure it sta...

Financial planning

Fiducian Portfolio Services will start to market their own separately managed account (SMA) claiming that it has been in existence for a number of years....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 2 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks ago