RETAIL INVESTORS

Financial planning

Suncorp Life announced it will exit from its Guardian Advice and Suncorp Financial Planning businesses mid-2016, affecting the jobs of around 170 advisers....

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Funds management

Industry fund financial services provider IFS has announced a new model where retail investors can access unlisted infrastructure investment ventures of IFM Investors....

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People & Products

MLC has promoted Kathy Vincent to the role of general manager, retail wealth platforms. ...

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Financial planning

ASIC warns retail investors against the risks of dealing with unlicensed binary options providers singling out Opteck.com in specific warning. ...

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Financial planning

Diversified financial planning and wealth management group Spring FG’s initial public offering (IPO) of shares has been oversubscribed, well ahead of its planned closing ...

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Editorial

Dominic McCormick looks at the case for agriculture investment and argues while it’s compelling, there’s a lack of robust investment vehicles. ...

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Editorial

While considered foreboding by traditional investors, volatility in global markets is music to the ears those in the alternative space, Janine Mace writes. ...

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Funds management

Retail investors significantly lack geographical and asset class diversification in portfolios, Goldman Sachs Asset Management found....

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Funds management

Findex Group is continuing to grow its product offering through Centric Wealth’s $50 million investment in US-based global equities manager, Maverick Capital....

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Funds management

Treasury Group is expected to increase its stake in Northern Lights Capital Group following a successful capital raising which was oversubscribed by more than five times ...

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Financial planning

Potential mis-selling and poor advice are likely in the forestry managed investment scheme sector if amendments to FOFA are allowed to proceed, according to Industry Supe...

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Financial planning

The platform joint venture between OneVue and the Eureka report has gone live....

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...

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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...

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Financial planning

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

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Never miss the latest news and developments in wealth management industry

Aware one

It is very worrying that Stephen Jones and the Labor government are now trying to limit the access retirees have to thei...

12 hours ago
Aware one

Let's face it, recruitment numbers are down because the government, and their bureaucrats, have made this a dying indust...

12 hours ago
Fed-up

Phil Anderson is pure gold....

16 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....

10 months 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 3 weeks ago

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

10 months ago