A further 122 FPA members pass final CFP program examinations....
PIS-owned All Star Funds has added a new fund to its stable with the inclusion of the All Star Nomura China Fund....
Iscope managing director Craig Michilis will become a partner in the merged group and will lead a team offering permanent and contract recruitment in operations and custo...
A Financial Services Partners (FSP) practice has created an education tool intended to help members of generations x and y see the value in getting financial advice....
Dealer groups with a mission to grow should be cautious of the risks larger planner numbers have on compliance, Avenue Capital Management director of compliance Mark Lewi...
Steven Scott will be responsible for running both the investment strategy team and the research analysts team covering Australian equities at Ord Minnett....
There need to be more restrictions placed on the types of products and strategies planners can advise on based on their level of accreditation: Grahame Evans....
Investing in diversified multi-manager strategies will be the best way to secure attractive risk-adjusted returns in the Australian equities market in 2010, according to ...
Equiti will offer financial planners 10 per cent of its property funds management business....
Dalton Nicol Reid Australian Equity Growth Incrementus Portfolio represents a concentrated portfolio of mainly Australian large to mid-cap equities....
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...
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...