The Association of Financial Advisers (AFA) used a meeting last week of the Financial Services Reform (FSR) Implementation Consultative Committee to call for clarificatio...
BT Funds management has dropped the fees on its flagship BT Australian Share Fund under threat of a sell rating from the van Eyk Research group....
The Asgard master trust has taken out the top prize in this year’s Assirt Service Level awards after being voted the best investment platform in the country by financial ...
The Wilson HTM group is set to stay on the acquisition trail it started with the purchase of BNP Paribas’ Australian asset management business, confirming it is currently...
Truth in advertising may be a contradiction in terms, but that has not stopped the Australian Securities and Investments Commission (ASIC), which last week released a pap...
Investors and their advisers should not be lured into capital guaranteed investment options by the continuing uncertainty pervading economies around the world....
BT Funds Management has today appointed US based Putnam Investments to manage its $5 billion international share portfolio....
TRUST Company of Australia (TCA) has launched an executor package for planners, thought to be an Australian first....
The Financial Planning Association (FPA) is pushing for advisers to sign formal “terms of engagement” agreements with their clients as part of its bid to ease the ongoing...
MACQUARIE Financial Services is rolling out a fund of private equity funds for the retail market in what it says is a watershed for investors wanting to access alternativ...


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...