PROPERTY
Financial planning
Margin lending clients can open up a whole new demographic market for advisers, according to Macquarie Bank Equities Lending associate di-rector, Mary Thompson. Thompson,...
Financial planning
There is still a lingering perception among Australian investors that negative gearing has magical curing powers for their taxation ills. A combination of a culture of in...
Financial planning
As we approach the first anniversary of the Managed Investment Act (MIA), it is timely to consider its impact. Our prediction that the new regime would be less easy for f...
Financial planning
The New Zealand office of Equitilink has closed its doors after more than 10 years in business....
Financial planning
Lifestyle Investment Property this month launched a new investment scheme despite being subject to a winding up notice from the Australian Tax Office....
Financial planning
Listed Property Trusts (LPTs) have achieved a lower risk profile with good returns during the past 18 years, according to the latest research released by Australian Unity...
Financial planning
MCS Property has bought a $20 million New South Wales shopping centre for its next direct property investment, which will be launched in mid-May....
Financial planning
New Zealand domiciled managed funds investing in Australian and New Zealand equities have filled the majority of Morningstar's list of top ten performers for the quarter ...
Financial planning
Australian investor sentiment has reached a four-year high, climbing seven points to 41 since the last time the survey was run last November....
Funds management
A recent survey by Australian Property Institute (API) New South Wales Division has found that property experts still expect growth in retail property in Australia’s thre...
Financial planning
Commonwealth Financial Services’ more cautious investment style appears to be working. Zilla Efrat takes a look at its philosophy and approach to investment decisions....
Financial planning
While hedge funds and managed futures have been in existence for decades, it is only recently that growth has taken off in the US and Europe. Rick D Bernie believes there...
Financial planning
Wrap accounts have been one of the big conversation starters at recent industry gabfests. Paul Resnik asks if the whole debate is missing the most important person, the c...
Funds management
APN Funds Management has launched a $18.2 million retirement property fund which eventually will be listed on Austock’s exempt market....
Financial planning
Australian financial planners, and the research houses they rely on, come out "streets ahead" of their British and American counterparts, according to participants on the...
Never miss the latest news and developments in wealth management industry
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...