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Kate Kachor
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HFA Holdings (HFA) has confirmed it is in discussions with a United States fund manager with a view to a possible merger....
Australian fund managers have delivered a blow to industry research houses, with a large number of them labelling the work and delivery of researchers as being of average...
MLC has restructured reporting lines around its advice support team, leaving five senior staff redundant and three newly created positions up for grabs....
Australian fund managers have tipped their cap at research house, Lonsec, declaring them the research house they consider most influential....
The Federal Government plans to introduce a court-based process for disqualifying individuals under legislation administered by the Australian Prudential Regulation Autho...
IWL has secured a further two-year services agreement with Entrust Private Wealth Management for the use of its portfolio business Echelon....
HBOS’ wealth creation arm, St Andrew’s Australia, has signed an agreement with wealth management applications and professional services provider Bravura Solutions to util...
Western Australian financial adviser, Annemieke de Boer, will face Perth Magistrates Court tomorrow on charges of stealing close to $50,000 of a client’s money....
A former financial planner has faced the Brisbane Magistrates Court on seven fraud charges relating to activities that left his clients more than $126,000 out of pocket....
The Investment and Financial Services Association has released a substantially revised version of its industry standards, starting with its code of ethics and code of con...
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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...