Socially Responsible Investment (SRI) is not just a fad and will continue to grow in the next five years, says Corporate Monitor executive director Michael Walsh....
Clients want consistent professional service consistently, says Graeme Alford, one of the country’s leading authorities on customer service....
TOO MANY people work in a practice rather than on the practice, says Hendrie business development director, Michael Moschetti....
Ausmaq is planning to launch its first broadside in the already highly competitive race to become the pre-eminent provider of a managed fund hub for the Australian funds ...
While property remains a favoured asset class, syndicates are once again in the spotlight. But, as JOHN WILKINSON writes, planners should continue to tread carefully in t...
THE AUSTRALIAN Taxation Office (ATO) has developed a hit list for self-managed superannuation funds (SMSF) and it will be looking very closely at the general operational ...
JOHN WILKINSON reports, two research houses are making serious attempts at presenting an independent picture of what is happening in the hedge fund management sector....
Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...
OFM Investment Group chief executive Michael Rehak has resigned and will be replaced by former Coles Myer property general manger Rick Curtis....
THE former head of Australian Unity Funds Management, Craig Dunstan, is setting up his own boutique fund management operation in Melbourne....
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. ...
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
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...