The Lazard group of investment banks and Credit Agricole, France's biggest retail bank, have formed an alliance between their equity capital markets ac-tivities....

The continuing takeover wrangle for British bank, National Westminster (Nat-West) is set to drag on with regulatory authorities putting a freeze on any ac-tion from two c...

Lowell Capital Ltd, the boutique Melbourne accountancy group will expand into financial planning by early next year according to managing director Paul Cowan....

Three major US discount brokers will form an online investment bank to secure a larger slice of the initial public offerings (IPO) market....

The creation and maintenance of a web strategy should not be regarded as separate strategy in a financial planning business but rather one which sits alongside mar-keting...

A new superannuation industry group to represent smaller superannuation funds has been officially launched....

Superannuation and retirement savings should be the subject of a federal government review, according to the Association of Superannuation Funds of Australia (ASFA)....

Matching clients’ investments to their risk tolerance levels is increasingly becom-ing an important part of financial planning. Jason Spits explains why....

US mutual funds will have some more work to do as part of their roll out in re-sponse to the capital gains tax (CGT) provisions incorporated in the Ralph Review....

AM Corporation and William M Mercer have pulled the plug on their $130 million joint venture master trust and $105 million fund set up in June 1996....