The asset management arm of the BT group will be re-branded in the coming months to Principal Global Investors (PGI) as part of the global integration of Principal and BT...
The superannuation sweeteners announced by the Government in the May budget have been passed by the Senate, while more fundamental reforms, such as a reduction in the sur...
Rothschild Australia Asset Management (RAAM) has today announced the senior management team to head of its combined funds management venture with the Westpac Bank, reveal...
Lonsdale Securities (Lonsec) has entered the margin lending market with the launch of two Margin Lending Recommended Portfolios based on its Model Equity Portfolio....
Taking a financial planning business to a national level requires a robust business model and determination to match. FIONA MOORE reports on how a 78-year-old stockbrokin...
There used to be one name for fund managers who pooled money to invest with a range of fund managers. So what happened? FIONA MOORE reports on the rise of the multi-manag...
The arrival of separate accounts will put further pressure on master trusts to reduce fees. As FIONA MOORE reports, master trusts could learn from separately managed acco...
The highly competitive race to become the pre-eminent provider of straight through processing services to the Australian managed fund market came to a head last week, wit...
The funds management and banking sectors have been in an acquisition frenzy during the past two years, fulfilling the industry prophecy of rationalisation. FIONA MOORE ta...
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...