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| | | Unlicensed advisers and accountants will also fall under ASIC's radar, in the fallout of the shadow shopping survey results unveiled last week, revealing that over 22 representatives gave advice out of their realm. Speaking at the FPA's Sydney chapter ... |
| | | | Genesys Wealth Advisers (Genesys) has started the search to recruit nine new member firms following the announcement of a new alliance with Bank of Queensland (BOQ). Under the venture, Genesys will provide BOQ's 193 branches with financial planning ... |
| | | | Research and ratings group, Lonsec have completed a review of 24 funds, which included small cap funds, micro cap focused funds and a mid cap focused fund, that has resulted in three upgrades and four downgrades. The main trend coming out of the results ... |
| | | | The Reserve Bank of Australia (RBA) left interest rates on hold for the 13th month in a row, but Access Economics tips that rates will go north following any possible tax cuts in in May's budget announcement. Access Economics director, Chris Richardson ... |
| | | | ING Real Estate will list a real estate healthcare trust on the ASX this month, investing in hospitals, laboratories and other health sector properties. The ING Real Estate Healthcare Fund's initial public offer is to raise $30.5 million in equity and ... |
| | | | The Financial Services Institute of Australasia (Finsia) has surged ahead following its successful merger and plans to now ramp up its efforts to be the definitive representative of financial services professional standards, education and integrity. ... |
| | | | New South Wales Seniors Week, running from 2-9 April, has seen renewed calls for advisers to ramp up retirement planning for their clients, starting earlier and planning for longer. Financial services provider Asteron's head of technical services, Louise ... |
| | | | Generation X and Y consumers don't understand superannuation and are reluctant to exercise choice, mainly through ignorance, according to a Max Super survey that it says will add weight to proposed super changes to be submitted to government next week. ... |
| | | | Promoters of the disgraced equity release scheme Money For Living appeared in court on Friday facing numerous charges of fraud. Brothers Stephen O'Neill and Gary O'Neill, were charged after ASIC investigations found they had committed fraud through ... |
| | | | ... Asian equities analyst from the UK is proof that MBA is serious about applying more resources to its Asian equities efforts. Kate Mulligan, managing director of Advance, said, "Maple-Brown Abbott is to be congratulated on this upgrade. The Asian investment ... |
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