More than 7,000 public service retirees have raised their hand for access to fee-for service advice under the Victorian Government’s superannuation initiative....
Former Saxby Bridge adviser Kevin William Fenwick has been banned for two years from giving investment advice by the Australian Securities and Investments Commission (ASI...
Credit Suisse Asset Management (Australia) chief investment officer Tim Ryan has resigned, citing personal reasons for his sudden departure....
The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...
The search to find a replacement for former head of Perpetual Private Clients Wayne Wilson has ended, with Andrew McKee stepping into the role....
Fund managers have woken up to the benefits of the Internet and are finally building up traffic to their Web sites. ...
BT Funds Management may have fallen by the wayside in the Australia equity stakes last year, but the group has continued to bring in large chunks of retail funds. ...
As the shaky dot.coms and booming biotech stocks of last year become just a painful memory investors are questioning the best method to invest in equities. Kate Kachor co...
The penny has finally dropped. Financial planning groups have embraced large scale superannuation and are fighting fiercely for a piece of the rapidly growing market....
Self managed superannuation funds (SMSF) are likely to overtake corporate funds in terms of amount under management in the next 18 months, according to Connelly Temple Te...


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....
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...