RETAIL INVESTORS

Editorial

For smaller retail investors, hedge funds are not necessarily a suitable choice, writes Robert Jaeger....

Financial planning

The fund has attracted over $1 billion in investment from institutional, international and retail investors since its launch in Australia in 2006....

Funds management

CBRE providing investment services for fund; financial crisis creating opportunities for investors....

Financial planning

Industry discussions canvass imposing a duty of care on ratings houses towards retail investors....

Superannuation

Don't rely on risky investment schemes to save funds in a bad market....

Financial planning

While direct property has fared better than listed property trusts in recent times, they are not necessarily a safe haven, writes Damon Taylor. ...

Financial planning

Changes will require schemes to deal with complaints of up to $500,000 and increase compensation claims to cater for increases in portfolio values....

Financial planning

Perpetual Trustee Company has commenced legal proceedings against UK-based BNY Corporate Trustee Services over credit-linked notes issued by Mahogany Capital to 1,000 inv...

Funds management

Many direct property managers blame the government guarantee for the negative impact on their businesses, and will now change the way they market themselves to investors ...

Financial planning

ASIC to hold road show raising awareness of its role in protecting and educating retail investors....

Financial planning

Margin lending can reap rewards for investors when times are good, but can prove disastrous in bear markets. LUCINDA BEAMAN finds out what makes up a successful margin le...

Financial planning

Retail investors hit hard trying to choose their own specialist funds; not interested in third party distribution....

Financial planning

While the IMA space has long been the domain of larger players, financial planners will be able to offer clients access to customised portfolios through a new platform, w...

Financial planning

Margin calls have hit record highs in recent months and many investors are questioning whether the funds management companies offering the underlying investments were act...

Financial planning

The Minister for Superannuation and Corporate Law, Senator Nick Sherry, has backed rule changes on partly-paid....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 3 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

5 days 7 hours ago
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