15 December 2008 | Will develop co-branded product with revenue sharing agreement.
4 August 2008 | Barangaroo – good enough for the Pope, good enough for financial services.
28 July 2008 | Plum offers new service for high-net-worth members.
5 June 2008 | Praemium to service high-net-worth clients.
3 April 2008 | Transactions provider to focus on Asia-Pacific.
10 December 2007 | Market volatility causes rethink.
5 November 2007 | Joint venture to spearhead international expansion.
12 March 2007 | A former director of Progressive Investment Securities has been convicted on nine charges of making false statements under oath to the Australian Securities and Investments Commission.
12:00 AM | Promoters of mortgage group Money for Living have been committed to stand trial on a number of charges in relation to their involvement with Money For Living (Aust) Pty Ltd (MFL) and MFL Property Holdings Pty Ltd.
7 March 2007 | The role of the financial planner has come under scrutiny with 85 per cent of Australian consumers believing there should be a law in place requiring planners to provide advice or make investments only in the ‘best interest of their clients,’ a new survey has found.
5 February 2007 | Aberdeen Asset Managers will add to its emerging markets menu with the launch of a new Global Emerging Markets Smaller Companies Fund.
31 January 2007 | A Sydney man has faced the Downing Centre Local Court on charges relating to the promotion of false interest free home loans.
12 January 2007 | Mercer Investment Consulting has expanded its relationship with Macquarie Wealth Management, with the research group now providing two levels of service, one of which is an adviser research package.
10 November 2006 | AMP Financial Planning has undertaken a revamp of its financial planner support network, which has involved the departure of at least four managers from within its operations team.
24 August 2006 | Tower Australia Limited has continued down the outsourcing track, appointing State Street Corporation to provide unit registry services, unit pricing and custodial functions for Tower’s $2.6 billion Australian multi-manager product range.