The former head of implemented consulting at JANA Investment Advisers, Simon Ibbetson, has been named as the new head of Assirt Research....
Financial Planning Association (FPA) chief executive Ken Breakspear will step down from the role on October 10, indicating he would not renew his contract and drawing to ...
Hedge fund managers Vertex Capital Management and K2 have recorded performance in excess of 20 per cent for the last financial year, in figures released yesterday by rese...
AXA will offer both growth and value based funds into the retail market after kicking off a value style based Australian equity fund through Bernstein Investment Research...
Macquarie Portfolio Services is set to offer more investment options on its Wrap Solutions platform after passing $7 billion in funds under administration (FUA)....
The answer to the above question has been drawn out in the editorial pieces but it does lead to a further question: How did Money Management find out which groups have gr...
Almost seven years ago Robbie Bennetts met with the founding accountants and financial planners who were to become the first advisers within Professional Investment Servi...
Sealcorp-owned advisory groups Securitor and Pact will rebate 100 per cent of client fees paid by cheque to the groups back to advisers, creating a fee for service model ...
The purchase of MLC by the National Australia group in 2000 has left a deeper impact on both groups than may be apparent on the surface....
The Financial Planning Association (FPA) has made two separate moves to assist advisers struggling under the burden of the professional indemnity (PI) crisis by temporari...
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. ...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
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...
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...