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News by this author
PM CAPITAL has announced that the proposed ASX listing of its Global Opportunities Fund has exceeded its minimum target of $50 million following a national roadshow proce...
Investec Australia has launched what it is describing as a bespoke personal banking offering aimed at financial advisers....
Ratings house Lonsec has award global asset manager Standard Life Investments a ‘recommended' rating for its Global Absolute Return Strategies Trust....
Research and ratings house Lonsec has assigned an ‘Investment Grade' rating to the high conviction Prime Value Opportunities Fund....
Warning self-managed super funds (SMSFs) that they are not entitled to compensation is too “simplistic” and needs to factor in all financial assistance available....
Super funds are on track to deliver their highest calendar year returns since the GFC, research shows....
Strong personal savings and a positive economic outlook have seen financial comfort levels shoot to new highs, according to a survey. ...
The draft terms of reference for the Government’s Financial System Review place regulators and super on the agenda....
Onevue has announced it has raised $6.75 million to fund the business’ expansion and to create a stronger balance sheet for the group....
Linda Elkins has been named Superannuation Executive of the Year in Money Management/Super Review’s Women in Financial Services Awards 2013. ...
Analysis by this author
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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...