PROPERTY

Funds management

The Challenger International group has been forced by its auditor to seek an independent assessment of the methodology used to determine the value of its property assets....

Funds management

Fledgling property fund manager MacarthurCook has launched a bid to take control of listed property developer Lion Equities....

Financial planning

Two people associated with the failed Lifestyle property group in Melbourne will know their punishment later this month after being ordered to appear for sentencing in th...

Financial planning

WHILE it was the year Money Management was born, most people’s strongest memories centre around market upheavals – the 1987 sharemarket crash in particular....

Financial planning

In Assirt’s rating of fund manager Zurich, the research house believed the integration process of the Zurich Scudder and Deutsche Asset Management businesses will bode we...

Editorial

In the last article I discussed what I believe are the limitations to the current approach to asset allocation of much of the financial planning (and funds management) in...

Editorial

Challenger International has attributed a 24 per cent rise in year-on-year profits to an increase in sales of annuity and funds management products....

Financial planning

OFM Investment Group has reported higher than expected year-end net profits, which were 9.2 per cent higher than forecast when the group listed on the Australian Stock Ex...

Financial planning

Master trusts and wraps continue to snatch significant sums of money in the funds management game, drawing $5.9 billion in net inflows in the June 2002 quarter. But fortu...

Editorial

Diversification can be as important for investors looking for a regular income stream as it is for those looking for capital growth, writes ROB KEAVNEY....

Editorial

In a recent column, Robert Keavney reignited the risk profiling debate. LISA CHAMBERS argues that planners are legally obliged to understand their client’s risk tolerance...

Financial planning

Financial advisers need to be aware of the tax and property rights implications following the passage of new legislation passed by the NSW Parliament in June 1999. NABIL ...

Financial planning

Investors are worried about LPTs, not because they have performed badly, but because they have performed so well. GEORGE LIONDIS reports....

Financial planning

While property remains a favoured asset class, syndicates are once again in the spotlight. But, as JOHN WILKINSON writes, planners should continue to tread carefully in t...

Financial planning

At the start of last year, solicitor’s mortgages were the topic of much discussion, especially in the halls of the Australian Securities and Investments Commission (ASIC)...

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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’...

1 week 5 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days 19 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
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