Rebecca Evans

News by this author

MLC will add four new multi-manager ‘style’ funds to its wholesale offer, the MLC Investment Trust....

The funds management industry grew by just under 15 per cent for the year ending September driven by strong investment markets and buoyed investor sentiment....

The buying spree at Tribeca Learning continues with the group announcing its third acquisition this month, entering into a heads of agreement to acquire Institute of Char...

Bank backed providers Colonial and MLC continue to lead the new risk business race, but Prefsure - the subsidiary of South African insurance giant Capital Alliance Holdin...

The advisory offshoot of professional services giant KPMG has joined the Financial Planning Association as a principal member, an addition which chief executive Kerrie Ke...

The Australian Consumers Association (ACA) has refused to concede that a new survey which paints a positive picture of the financial planning industry has discredited its...

The National Australia Bank’s branch based financial planning arm has attributed a jump in revenue and referrals to what it says is a move away from product push and towa...

Western Australian Godfrey Pembroke adviser Christopher Craggs is the only new face on the board of the Financial Planning Association, with perennials Sarah Brennan, Cor...

Australian Unity will accelerate its campaign to build its financial planning business in New South Wales after announcing merger plans with Grand United Friendly Society...

Building societies and credit unions continue to enjoy strong growth and high profitability, despite operating in a cooling market, with KPMG suggesting wealth management...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

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

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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