The recent Money Management Rating the Raters Survey, which gauged fund managers’ attitudes to research houses, has drawn responses from the research groups featured in t...
Very few people in the industry would have failed to notice the push to higher education standards that have been going on in recent years, especially after it received a...
The Australian Securities and Investments Commission (ASIC) has called on planners to prepare and apply for the new financial services licence now instead of putting it o...
Symetry, the portfolio administration service supplier, has signed up two more dealer groups to its master trust and wrap platform service this year as it moves to a targ...
<i>Money Management</i><i>’</i><i>s</i> ‘Rating the Raters’ survey featured in this edition began to generate a lot of interest even before the last words had been writte...
Partnership Planning head of research Lynne Curtis has left the group to start an independent funds management and asset allocation research group....
Financial planning group RetireInvest has indicated that this year it will embark on an ambitious growth program to increase it planner numbers from 267 to 310 as well as...
OFM Investment Group, created out of the demutualisation of the Over 50s Mutual Friendly Society in July last year, has stated it will list on the Australian Stock Exchan...
<caps>As the</caps> deadline for the long heralded new Financial Services Reform (FSR) gets closer, much activity is taking place....
Derivative products have been sidestepped by planners but as Jason Spits writes they are moving out of the shadows....
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...