Count Financial is preparing to launch a new accounting brand, a new direct share service, has overhauled its member incentive plan, and unveiled a grading system for its...
Challenger Financial Services will finally offer an international equities fund to the retail market, following the formation of a manager selection and portfolio constru...
If volatility is the market neutral fund’s friend, then the smooth upward trajectory of most equity indices during 2004 presented a hostile environment....
BT Financial Group’s horror years of the early twenty-first century continue to fade into memory, as the unit delivered a big increase in funds under administration and a...
The amount of superannuation guarantee charge raised by the Australian Tax Office has quadrupled over five years, according to the body’s latest data....
The departure of Grahame Evans after five years as managing director at Professional Investment Services was “perfectly timed”, according to chief executive Robbie Bennet...
Perpetual Investments’ Dublin-based international equity team has received a lukewarm welcome from Lonsec, which has assigned it a third-level ‘Investment Grade’ rating i...
Macquarie Bank has continued its roll-out of tax-effective products in time for June 30, with a margin loan into property being the latest....
Client demand is driving the increasing popularity of listed investments among advisers, with 83 per cent now using them in client portfolios according to a new survey....
Asia-specific equity funds should become a permanent part of portfolios, rather than the tactical play they have traditionally been, according to ING Investment Managemen...


ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....
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...