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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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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...