BBL Funds Management claims its new Director Dow Jones Global Titans Index Fund will provide Australian investors with the opportunity to invest in the world’s top 50 com...
Australian Financial Services (AFS) is claiming a first for a dealer group, by set-ting up an initiative aimed at filling the gap between a planner’s technical prowess an...
The Financial Planning Association’s (FPA) complaints resolution scheme will be rolled into the operations of its only competitor under a deal announced late yes-terday....
Rothschild Australia Asset Management (RAAM) will hand over more than $800 million of its international equity investments to US manager Putnam Investments early next yea...
The Vanguard Group’s 500 Index Fund has become the second managed fund to reach the US $100 billion mark in assets under management, according to Bloomberg....
A group of financial planning dealers have banded together to provide financial advice targeting government institutions and large corporations in the process of downsizi...
Australian fund managers are weighted down with product, increasing manage-ment costs and making them vulnerable to overseas competitors entering the mar-ket, says one an...
NRMA Financial Services’ planners will be one of the key distributors of superan-nuation services aimed specifically at small to medium business groups (SMEs)....
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...