Navigator Australia has moved into the provision of back office services with the rollout of what it is calling a back office master trust....
Former associate director with Assirt, Anthony Serhan, has joined rival research house Morningstar as head of consulting....
The Australian Securities and Investments Commission (ASIC) has found there are low levels of compliance by a number of promoters of tax driven mass-marketed schemes afte...
The risk industry has for some time been under pressure to perform and, as Jason Spits writes, risk writers have strong opinions about what is right, what is wrong and wh...
Financial planning and the financial services industry owe much to the risk side of the industry....
Finding success as a planner and having a life outside the office are not mutually exclusive, according to US-based planner Harry Kasanow. And, as Jason Spits writes, Kas...
Colonial First State (CFS) has lost three senior executives who have been poached by former chief executive Chris Cuffe to join him at CPH Investment Corp....
Lonsec has become the first research group to changes its rating for the Colonial First State Future Leaders Fund, moving to a hold position after senior portfolio manage...
Risk company Aon and financial services group iPac will launch a joint venture dealer group, Aon Wealth Management, which will also make use of the ipac platforms....
Morningstar Australia has sacked its head of research Daisy Chee a year after it removed its previous managing director Graham Rich....


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....
BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....
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...