THE Money Management Technology Report is based on a survey undertaken by The Tom Collins Consultancy and includes providers of technology in the areas of financial plann...
CPA Australia, one of two accountancy bodies in Australia, will not proceed with its plans to gain a financial services licence claiming that the commerical nature of the...
Colonial First State has recruited John Mann, the previous head of marketing at Invesco, for the role of head of brand and advertising....
CHIFLEY Financial Planning and Monitor Money have finalised a deal in which $100 million of Chifley client files have been sold to Monitor Money for $4.25 million....
Norwich Union will decide by the end of July which of four asset consultants will manage the pre-mix investment option of its Super Solutions product....
Macquarie Wrap Solutions has claimed the top place in funds inflows for discretionary master trusts and wraps after recording inflows of $1.2 billion during the March qua...
Investor Security Group (ISG) owner and director Robert Keavney will team up with Malcolm Turnbull to launch a new planning group aimed at the high net worth end of the m...
The rise of the alternative investment sector has been going on for about the past 18 months and has been driven primarily by the threats of low return environments....
Skandia will expand its operations into China after signing a joint venture with a Chinese company to start a joint benture life assurance company in China....
Tower Financial Services will merge the distribution arms of its life investments and trustee (portfolio management) operations into one group from today....


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...