The Frank Russell group has dropped Perpetual Investment Management as a manager within the Russell Australian Shares Fund, with Perennial Value Management set to join th...
Firms are prepared to pay up to three times more than the usual price for a fund manager with significant funds under management (FUM), according to the latest analysis f...
Colonial First State’s (CFS) flagship master trust, FirstChoice, has reached the $2 billion mark in funds under administration less than nine months after its launch....
The Macquarie Enhanced Fixed Interest Fund has broken the $1 billion mark for funds under management for the first time, after taking in more than $550 million in the 12 ...
The van Eyk Research group has filled the gap left by the departure of its former head of asset consulting, Rob Prugue, appointing John Peterson to the role. Peterson, fo...
When it comes to making lasting relationships with your clients, first impressions could be what makes or breaks your business. LUCIE BEAMAN reports....
The Australian Securities and Investments Commission (ASIC) has taken action to ban South Australian investment advisers Roger Gordon and Colin Turner from advising on, o...
The Financial Planning Association (FPA) has received accreditation as a Registered Training Organisation (RTO) by the Office of Training and Tertiary Education Victoria....
Australian fund managers remain widely optimistic regarding the likely performance of capital markets in 2003 according to a survey conducted by Mercer Investment Consult...
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...