The managed funds and master trusts industry could save up to $700 million per year if it adopted an information exchange, which would provide standardised electronic dat...
UBS Asset Management may not be the oldest name in the local market but, ironically, has been working at establishing a solid presence for over fifteen years....
The Australian Stock Exchange (ASX) says it is building a back office system to simplify transactions between fund managers....
The finalists for the Money Management/ Assirt Fund Manager of the Year award have been decided. Jason Spits looks at who will contend for top honours after a turbulent y...
Zurich Financial Services has begun operations of an new master trust administration service which will be on offer to dealer groups in an outsourcing arrangement....
The Association of Financial Advisers (AFA) has reacted strongly to the disclosure provisions of the Financial Services Reform Bill, claiming they are inconsistent and no...
Zurich Financial Services has begun operations of a new master trust administration service which will be on offer to dealer groups in an outsourcing arrangement....
The Financial Planning Association has hit out at the Australian Tax Office over what it says are double standards in regards to Alienation of Personal Services Income (A...
Zurich Financial Services has announced it will offer a web based investment product which offers superannuation and personal investments in the same package....
The relationship between financial planners and dealers is under fire. The effects of the upcoming Financial Services Reform Bill (FSRB) combined with that of the Aliena...


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...