The March quarter market share results from both Morningstar/ Plan for Life and Assist demonstrates the volume of money currently flowing into the united groups....
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...
ROTHSCHILD Australia Asset Management’s former head of institutional Patricia Curtain and Westpac’s general manager of consumer risk Chris Smith have been appointed the j...
Asgard has introduced a number of measures aimed at motivating advisers to have a closer look at its new wrap service, the eWRAP....
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...
Fiducian Portfolio Services has acquired Bodinnars Personal Financial Planners for $3 million....
The first major part of the integration of Westpac Investment Management (WIM) and Rothschild Australia Asset Management (RAAM) has been finalised with the appointment of...
Planners need to spend more time marketing themselves and less on brand awareness campaigns....
MLC has dedicated 150 of its staff to formulate the design of a project to utilise the $200 million committed to the group’s wealth management operations by National Aust...
Australian Ethical Investment (AEI) has won the Socially Responsible Investment (SRI) Banksia Environmental Award in recognition for its innovation and leadership in envi...


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...