NORWICH Union’s Navigator could be the next candidate for rationalisation in the Australian master trust industry after Money Management has learnt that Deutsche Bank is ...
The Monitor Money planning group will shift from its current investment platform, Assure, over to Summit after AXA senior management gave the deal its approval....
SEPARATELY managed account (SMA) provider Direct Portfolio will move beyond its direct investor approach and seek financial planners who are willing to use the product wi...
The retail funds management industry has suffered its second consecutive quarter of decline dropping three per cent from $236 billion to $229 billion over the September q...
The Financial Planning Association (FPA) will create a separate commercial unit to provide education and training to its members....
Westpac wealth management group executive David Clarke yesterday confirmed what the financial services industry had long guessed ? the Sagitta name will be dropped in fav...
Stockford chair Chris Riordan has attributed the group’s poor performance through 2001 and 2002 to the key issues of board instability, profit downgrades due to integrati...
AMP chief executive Andrew Mohl has handed over the reins of chairman at the Investments and Financial Services Association (IFSA) to Queensland Investment Corporation ch...
The Count Financial Group has sought to reward its staff and franchisees with the allocation of more than eight million options at $0.40 a piece, worth a total of $3.26 m...
Sarah Brennan, Leonie Henry, Corinna Dieters and Colin Scully are the new Financial Planning Association (FPA) board members after the association’s members were called u...


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...