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Financial planning

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

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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...

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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...

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Financial planning

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

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Financial planning

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

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Funds management

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

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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....

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Funds management

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

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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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Funds management

Institutional managers made more revenue in the retail market in 2013 compared to their retail-oriented counterpart....

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Editorial

While simplicity in the multi-fund sector is widely regarded a thing of the past, the fundamental investment principles that guided the success of multi-funds still apply...

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Financial planning

ASIC wants the financial services sector to take the lead in developing standards for the issuance of complex products....

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

2 days 4 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

2 days 5 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

2 days 5 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago