PROPERTY
Financial planning
The Australian Securities and Investments Commission (ASIC) has handed out another sentence in relation to the Lifestyle Property Group, a failed property investment grou...
Accounting
An accountant and his daughter were sentenced to jail by the County Court of Victoria after being found guilty of intending to permanently deprive their clients of more t...
Financial planning
Challenger International’s flagship fund, the Howard Mortgage Trust, has seen its assets under management rise to more than $2 billion, placing it in the top 10 largest m...
Financial planning
Challenger International has made changes to its board structure in the wake of criticism of its corporate governance practices with the roles of chair and managing direc...
Financial planning
The Australian Securities and Investments Commission (ASIC) has capped off a busy week after requesting an investment advisory group to notify clients regarding incorrect...
Financial planning
Two Melbourne men associated with the failed Lifestyle property group have been sentenced to a total of seven years jail after pleading guilty to charges brought by the A...
Financial planning
The level of outstanding loans relating to margin lending accounts, as well as the number of margin lending clients, have grown dramatically in the past year. PRUE MOODIE...
Editorial
The complex nature of hedge funds should not stop advisers from recommending them, says DOMINIC McCORMICK....
Financial planning
Peter Polson will be retiring from his post of head of the Commonwealth Bank’s investment and insurance sales division at the end of next week....
Financial planning
InvestorWeb has reacted to BT Funds Management’s decision to outsource its international equities management to Putnam by rating funds in this area with a buy recommendat...
Funds management
International equities will once again rise to the the top in terms of investments performance with an expected 13 per cent growth over the next year, outstripping domest...
Financial planning
The management, sector performance and funds of AXA Funds Management have been given a strong rating by Assirt....
Funds management
With an influx of new players into financial planning, NICK BRUINING reckons its time to check the definitions of some well-known industry terms, just to put the newcomer...
Financial planning
Perpetual Trustee and the James Fielding Group have signed a joint venture to form a new funds management outfit focused on the listed property securities market....
Financial planning
CPA Australia is clearing the way for its members to go down the path to financial planning in releasing a CD-Rom designed to give accountants a leg-up into the advice in...
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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...