S&P upgrades Zurich Investments Global Thematic Share Fund to five stars, the only five-star rating in the thematic peer group....
Alex Chau is joining Macquarie’s Australian equities research team, which now consists of 10 researchers – six of which are senior analysts....
George Jamgochian and Kirk West appointed as executive director US distribution and executive director international distribution respectively....
Equiti Funds Management has launched its first direct property fund amid signs the commercial property market has started to bottom....
New head of business partnering sought by ipac with John Saint leaving to take up top job at Genesys Wealth Advisers....
Financial Services Partners (FSP) will launch its private broker network, which will assist its advisers with business growth, acquisitions and succession planning....
ASIC senior executive of strategy Malcolm Rodgers to retire on December 18....
Although many advisers are eager to make the transition to fee-for-service, their biggest fear is informing clients that they will need to charge them more, according to ...
The board of APA Financial Services (APP) has signed a preliminary agreement to sell its interest in Australian Portfolio Administrators (APA) to OneVue, the other shareh...
According to Lifeplan Funds Management's Financial Advice Satisfaction Index, the perception that portfolio performance is due to financial advice has increased by 9 per ...
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...