Dealer group Professional Investment Services (PIS) has added industry veteran Barry Strapps to its senior ranks, appointing him as new practice development manager....

Former AMP Financial Planning business partnership manager, Jim Ivester, has moved to the Australian Financial Services (AFS) Group as regional manager for Western Austra...

Listed investment company ING Private Equity Access Limited (ING PEAL) has announced its underlying private equity investments will be returning cash to the company....

Standard & Poor's has given the Advance Asian Equity Wholesale fund an 'on hold' rating, following the departure of two senior managers from the team....

Life insurance provider Asteron has created a Future of Financial Advice (FOFA) 'lobby pack', which teaches the company's adviser network how to lobby their members of pa...

Across an average planner's client base, there is about $3.2 million sitting in cash that would have otherwise been invested in growth assets, but hasn’t been due to mark...

Australian Unity and Big Sky Credit Union have announced they will explore and evaluate a potential merger....

Former Mercer senior manager, Angie Mastrippolito, has been recruited by Professional Financial Services (PFS) as its principal....

Despite a number of software developers and platform providers flagging plans to introduce opt-in facilities, the financial planning community claims automating the proce...

Suncorp-owned dealer group Guardian Financial Planning has formed a partnership with the Association of Financial Advisers (AFA), joining the AFA's Licensee Partnership P...