Ben Abbott

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MLC and electronic platform provider InvestmentLink have signed a deal that will enable the MLC group to widen its platform’s reporting capabilities to include products f...

Challenger International will close its New Zealand retail funds management operations, following a review of the manager’s position in the market....

Centrestone Wealth Advisory Group has cemented its first year’s rapid rise, launching a Melbourne office and acquiring another planning practice in Sydney, taking the bus...

Absolute return fund manager Basis Capital Management has had its successful flagship fund made available to the retail market, with both BT and Macquarie now offering th...

St George Bank branches have begun to refer financial planning clients to advisers within the Securitor dealer group in rural areas where clients have no access to salari...

The accounting profession has made a last-ditch effort for the right to provide at least a small measure of advice under the Financial Services Reform Act (FSRA)....

Perpetual Personal Financial Services, the wealth management division of Perpetual Trustees, has retrenched 51 staff including a small number of advisers in what it says ...

Superannuation makes up 87 per cent of all life office assets and accounts for 88 per cent of premiums as at December 2002, according to new statistics from the Australia...

The Russell Investment Group has claimed tactical asset allocation seldom adds value to diversified portfolios and investors who time the market and tilt portfolios to fa...

Perpetual Investments has flagged the launch of a new multi-manager retail platform, to compete with the likes of Colonial First State’s FirstChoice product, for the last...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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