POWERED BY MOMENTUM MEDIA
PROPERTY
Editorial
Agricultural investment schemes suffer from an image problem, but Canberra’s only fund manager wants to change all that, as John Wilkinson reports....
Superannuation
<B>The new adviser </B>For a number of years, self managed super funds (SMSF) have been considered part-time work for many financial planning professionals across Austral...
Financial planning
The Strategist Group recently sat down and documented more than 100 different strategies that financial planners may implement when dealing with clients that have put in ...
People & Products
Former GIO Asset Management chief executive Mark Dutton has been named chief investment officer of ipac securities....
Financial planning
The risk of litigation and class actions against planners will increase as clients become more knowledgeable about investing, warns industry doyen David Bleakley....
Financial planning
The Australian Securities and Investment Commission (ASIC) is unfairly hounding managers of strata investments who comply with the Managed Investments Act while allowing ...
Funds management
An Australian property exchange will be launched within months and comprise 16 founding members made up of listed property fund groups, according to Property Funds Austra...
Financial planning
Helping to build a fund manager only to see it sold to a third party was one of the reasons why the Matrix Financial Group was formed in June last year....
Financial planning
Australia’s financial advice industry is underpinned by licensing arrangements enforced and administered by the ever shrinking resources of our investment watchdog. Tom C...
Funds management
AM Corporation has launched a property trust, AM Property Plus. The trust currently holds two office buildings – one in Queensland and one in Victoria – and is negotiati...
Funds management
Australian equities got off to a dismal start to the new financial year after a huge rally in the last month of the previous financial year....
Financial planning
Sage Global Fund has launched a venture capital vehicle for ethical investments in biotechnol-ogy and agriculture....
Financial planning
Assirt has slapped a hold notice on Paladin property trusts following the decision by Norwich and Paladin minority shareholders to offload the group to Deutsche Asset Man...
Financial planning
IFSA members should vote on all company internal issues where they have voting rights, despite recent media speculation of a policy change, says chief executive Lynn Ralp...
Financial planning
Investors have failed to grasp the concept of gearing, even though the majority of wealthier clients gear into their own homes, according to former FPA president Russell ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...