AXA has made a bid to release itself from a catch-22 situation in which it has contractually agreed to allow advisers to hold client information if they leave the groups ...
Credit Suisse Asset Management (CSAM) has made a move into the depressed Asian equities market, launching an Asia ex Japan fund for Australian investors at what it claims...
The wealth management divisions of Australian banks can look forward to a further half a year of lacklustre performance according to the latest KPMG Major Bank Survey....
The Association of Superannuation Funds of Australia (ASFA) has confirmed an exclusive report from Money Management over a week ago that the SuperEC and MFundEC electroni...
The Commonwealth Bank of Australia’s (CBA) international wealth management businesses First State Investments UK and First State Investments Asia are to be combined and r...
The assets of worldwide managed funds have experienced a flat 2003 first quarter, with net assets declining marginally from their level at the end of 2002 by 0.06 per cen...
The Association of Financial Advisers (AFA) has finally settled on a professional designation for its members, registering the Authorised Financial Adviser Australia (AFA...
Investment Data Technologies (IDT) has constructed a new free tool for financial advisers to assist them in choosing the optimum software for their businesses rather than...
Agribusiness group Willmott Forests has surpassed its 2002 end of financial year sales result of $7.0 million with two months left to run till the 2003 year end....
The retail funds management industry has suffered its worst quarter of net inflows since March 1995, with only $435 million of new funds being channelled into the industr...


ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...