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Financial planning

The FPA has questioned the role of research houses, responsible managers and product issuers in the collapses of forestry managed investment schemes stating it had become...

Financial planning

The prevention of advice crises in a post-Murray financial system will hinge on differentiating between wholesale and retail investors, an investor registry head believes...

Financial planning

AMP Capital makes six products available via the ASX mFund Settlement Service. ...

Financial planning

Lonsec delivers Perennial Value Wealth Defender Australian Shares Trust a ‘recommended’ rating....

Financial planning

AMG completes transaction with Asian equity manager, Veritas AM....

Financial planning

A committee set up by the International Organisation of Securities Commissions found investors in many jurisdictions had unsatisfactory knowledge about basic financial co...

Financial planning

Spire Capital claims solid interest in its US aged care private equity offering. ...

Editorial

Still haunted by memories of the GFC, investors are excessively focusing on yield to the detriment of diversification. Knowing how crises manifest in different ways, they...

Financial planning

NAB has paid $10,200 in fines after ASIC found the bank made misleading statements in its annuity term deposit PDS....

Financial planning

Westpac and NAB have paid penalties for misleading consumers, ASIC has revealed....

Funds management

Uncertainty lingers around OTC derivatives reporting for financial entities with less than $50 billion outstanding, a law firm partner believes....

Financial planning

EQT and Dundas have added their EQT Dundas Global Equity Fund to the ASX-backed mFund settlement service....

Funds management

Regulatory changes to the Corporations Act intended to drive up the retail corporate bond market will not make a huge difference, according to industry insiders....

Funds management

Strong performances by boutique partners have seen Treasury Group’s FUM rise by 49 per cent in the last financial year....

Funds management

AMP Capital announced its corporate bond fund has crossed $A1 billion in funds under management four years after becoming available to retail investors. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 17 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 4 days ago