Listing a “replica” of the Magellan Global Equities strategy on the ASX is providing the fund manager with access to an expanded client-base....
RIAA plans to quadruple the proportion of total AUM in responsible investments over the next three years....
Deep penetration of the advice industry combined with the successful listing of its Global Equities Fund on the ASX, helped take Magellan to a new level....
Macquarie Wealth Management hopes to capture the 80 per cent of Australians who do not access financial advice, with the launch of its OwnersAdvisory model....
AMP’s wealth management business reported a $410 million profit for the 2015 financial year, as the company saw profits rise by 10 per cent....
South Africa’s largest mutual company, Professional Provident Society (PPS), is targeting a slice of Australia’s $7.5 billion retail life risk insurance sector. ...
Accountants who do not obtain a limited AFSL before 1 July 2016, could be forced to wait until 2019 to provide SMSF advice, a legal expert warns....
Money from non-resident angel investors is set to fuel India’s thriving IT industry, as the nation’s proportions of HNWIs soars in the coming years....
A para-planner who was dismissed without warning, has failed to have the decision ruled as “unfair”, despite his employer failing to abide by the industry award....
Small cap investors can gain access to the next Apple or SAP, before they get onto large cap fund managers’ radars, an analyst believes....


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...