The Investment and Financial Services Association (IFSA) chief executive officer Lynn Ralph has handed in her resignation after four and a half years, with current deputy...
With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...
AM Corp has confirmed that it will wind down its troubled Diversified Traded Policies (DTP) Fund over a five year timeframe after a tumultuous nine months in which the gr...
Financial services giant AMP will acquire PricewaterhouseCoopers’ financial planning division for an undisclosed amount, growing the business by 23 financial planners and...
Investor Group is set to add a third financial planning business to its Adelaide based Prescott Consultants stable, with an agreement announced yesterday to purchase Sand...
Financial planning software provider Investment Data Technologies (IDT) is to outsource the training for its software platform to independent training organisation Integr...
Morningstar and Australian Skandia has added a style commentary to the Skandia Morningstar Global Style Box, to provide a greater understanding of a fund's investment sty...
Economic expectations revealing positive future prospects for the Australian dollar, along with the arrival of currency hedged funds, could mean international currency in...
The St George Bank has filled its Investment Services chief executive position, vacated by the sudden departure of Richard Cawsey, with Yorkshire Bank chief operating off...
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...