High profile industry figure Heino Ling has joined Challenger International as strategic development manager. ...
Supplying the right financial services to each client is not always a simple task, especially when the client base numbers in the millions. Jason Spits looks at how the C...
The Commonwealth Bank has begun the integration of Colonial’s 800 financial advisers into its structure by marrying both groups’ bank-based planning operations....
Global research group Standard & Poors is to take on Australia’s three research houses after finalising a deal with research group Investment Data Technologies (IDT)....
Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators....
ING Financial Planning (INGFP) will roll out an electronic distribution channel over coming months in a process scheduled to take two years....
Financial planning software and research group Investment Data Technologies (IDT) will proceed with a public listing in October next year according to managing director D...
Deutsche Asset Management has rolled out a listed property product which will offer investment into a number of David Jones retail properties....
Emotional responses are far more likely to drive share investment decisions than any concept of efficient investing, according to Melbourne University investment manager ...
Suncorp Metway has signalled its intentions to move further into the retail market with the addition of 24 new financial advisers....


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...