A global database for dealer group research heads, and a tax liability management tool, are next on the agenda for Morningstar following yesterday’s release of its client...
The Gold Coast-based promoter of a superannuation rollover scheme has been ordered to stand trial for allegedly duping clients into believing their superannuation savings...
Long-suffering AMP shareholders have finally received some good news from the UK, with spin-off HHG recording a 38 million pound profit for calendar year 2004....
The apparent bargain price paid for HSBC Asset Management Australia by Challenger Financial Services could reflect capacity constraints in its listed property business an...
Lonsec has become the second research house to suspend ratings on most HSBC Asset Management Australia funds, following yesterday’s confirmation of its purchase by Challe...
You have to be of a certain age to remember it, but at one stage back in the 1980s there was five times as much money in unlisted property funds and syndicates as there w...
Colonial First State will not be renegotiating its exclusive distribution deal with 452 Capital from the position of strength it may have hoped for, following yesterday’s...
Listed financial planning and accounting business, Investor Group, will merge four of its member firms into two....
Foreign asset management firms have managed to gain a surprisingly firm foothold in the Japanese marketplace, according to a study published this week by Boston-based fir...
Financial planners who were paid commissions by the sponsors of now-banned tax effective schemes, and invested money themselves, have had some success in reclaiming penal...


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...