More than half of all DIY superannuation funds will eventually be rolled into master trusts in the next few years, a Melbourne fund manager has predicted....
A Melbourne e-commerce company has launched what is believed to be the UK’s first wrap account and signed up 15 dealer groups to use the new service....
Superannuation and insurance sales in Colonial’s Australian Financial Services division (AFS), which includes financial planning and banking operations, rose 120 per cent...
The growth in global technology stocks is not a bubble and is just the beginning of a cycle that could last 30-years, according to a leading US fund manager....
The merger of Norwich Union’s and CGU’s head offices in Melbourne has not been ruled out as part of the £20 billion global merger announced in London last week....
Distribution is the top priority in a plan to recover AXA’s Australia market position, group chief executive Les Owen, told the company’s AGM in Melbourne....
Bendigo Investment Services is looking to build from Bendigo Bank’s grass roots base in the bush to a fully-fledged financial planning group. John Wilkinson explores the ...
RACV Financial Services (RACVFS) has launched its new master trust — SuperChoice — this week and will be using external managers for the first time....
APN Funds Management is to list its Property for Income Fund on the Austock exempt market this month following the poaching of a number of key Colonial First State proper...
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...