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Financial planning
The former listed property team at Principal Global Investors (PGI) has unveiled its new boutique property securities funds management company – Pengana Capital – and con...
Financial planning
The Assirt research house has released a ‘strong’ rating for two fund managers to which BT Funds Management is now outsourcing its management in the areas of internationa...
Editorial
What if much of what you knew about investing was wrong? Dominic McCormick reports....
Financial planning
A restricted definition for the terms ‘financial planner’ and ‘financial adviser’ would protect consumers from shonky operators pretending to be financial planners, accor...
Financial planning
Perpetual Private Clients, a division of Perpetual Trustees, is encouraging advisers to discuss charitable donations with clients, following its launch of a new low-entry...
Financial planning
Recent damning television reports about the industry may not be all they seem, says Nick Bruining....
Editorial
Many property syndicates have such flawed structures they would be completely unacceptable in any other form of managed investment, says Rob Keavney....
Financial planning
To gear or not to gear, that is the question. PRUE MOODIE and JOHN WILKINSON went in search of some answers....
Financial planning
How do you keep clients happy in times like these? HARVEY BATE discusses the approach his firm has been successfully employing for years....
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...
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...
Financial planning
More than 50 investors who bought into a property scheme in North Queensland are mounting cases against an assortment of individual financial advisers, a dealer group, so...
Financial planning
Financial planners should take on estate agents for a slice of the direct property investment market, says a new report by Property Investment Research (PIR)....
Financial planning
Product innovation and demographic change is making margin lending products more attractive to a wider audience. SUE WEBSTER reports on the push of margin lending into th...
Financial planning
The movement by real estate group Raine and Horne into financial planning is the most recent case of a non-traditional financial planning business seeking to establish an...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...