PROPERTY

Financial planning

One of the pioneers of the master trust industry in Australia, Kevin Wyld, is planning the launch of a new wrap account service through the Beacon Investment Management S...

Financial planning

THE Australian Securities and Investments Commission’s (ASIC) licensing web will snare a growing number of unsuspecting professionals employed outside the realm of financ...

Financial planning

The use of stock options as part of executives’ remuneration led to an unspoken pact between investors and corporation management that has exacerbated the current malaise...

Financial planning

Old Stan Pendergast had a stack of fibro down the back past the chook shed, and each time one of his seven children arrived, he picked up a few sheets and added another b...

Editorial

As the global economy continues to reel from the events of September 11 and corporate collapses both here and overseas, investor confidence has been shaken. NICOLE SZOLLO...

Funds management

Sagitta Wealth Management has formed an international alliance with a property securities manager, the first such alliance under the group’s new structure since Rothschil...

Editorial

Hedge funds have done well in terms of both performance and distribution, but they are yet to be universally accepted on master trust menus. FIONA MOORE reports....

Editorial

HEDGE funds have been on a bit of a crusade lately, grabbing headlines and attracting investors who are seeking returns in an environment where they are not exactly easy ...

Financial planning

Advisers are more optimistic than investors that the share market will improve in the next six months and are also likely to allocate twice as much to international equit...

Financial planning

A Tasmanian-based insurance agent and financial adviser has been remanded in custody after pleading guilty to 28 charges of fraud relating to more than $1.7 million in cl...

Financial planning

OFM Investment Group chief executive Michael Rehak has resigned and will be replaced by former Coles Myer property general manger Rick Curtis....

Financial planning

THE former head of Australian Unity Funds Management, Craig Dunstan, is setting up his own boutique fund management operation in Melbourne....

Financial planning

Independent dealer group Professional Investment Services (PIS) has expanded its research offering by signing up Lonsdale Securities and Van Eyk as preferred research sup...

Financial planning

Will risk profiling stand up in the face of a liability claim? ROBERT KEAVNEY explores the strengths and weaknesses of risk profiling in an increasingly litigious busines...

Accounting

The accounting scams in the US might write off up to 25 per cent of earnings from the S & P 500 and this will lead investors to face negative returns for a number of year...

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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 1 day ago