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Financial planning

26 Oct

Financial planners confront the challenge from mortgage brokers

While a number of companies rooted in mortgage broking have expanded into financial planning, it is an area of cultural, regulatory and legal challenges....

Policy & Regulation

26 Oct

D'Ascenzo completes seven-year term

Commissioner of Taxation Michael D'Ascenzo is stepping down from his role at the end of 2012 after a seven-year term, according to a Government statement....

Superannuation

25 Oct

Retail funds accused of driving governance attacks

AIST accuses Federal Opposition and retail funds of driving attacks on industry fund governance model....

Funds management

25 Oct

Perennial and CFSGAM funds under review

Steven Hayes' decision to leave Perennial and join CFS has resulted in funds from both managers being placed 'under review' by Zenith Investment Partners....

Superannuation

25 Oct

Superannuation boards - APRA says it depends

Representatives of the APRA taking questions from the industry have been unable to provide clarity on the circumstances in which superannuation fund committees do not nee...

Funds management

25 Oct

LM Investment Management's $1 billion funding deal progresses

LM Investment Management has signed exclusive due diligence with two offshore real estate private equity funds....

Financial planning

25 Oct

Select Asset Management forms foundation alliance

Select Asset Management part of foundation alliance for nascent Winston Capital Partners....

Financial planning

25 Oct

Local Government Super wins Australian Property Institute award

Local Government Super has emerged a winner from the Australian Property Institute NSW Excellence in Property Awards....

Financial planning

25 Oct

Bennelong's Avoca Emerging Leaders Fund 'highly rated'

Research house van Eyk has awarded the Bennelong Avoca Emerging Leaders Fund a "highly rated" designation....

Financial planning

25 Oct

Deloitte rated by Gartner

Deloitte has further stamped its mark in the customer and data space, announcing this week that it had been named as a leading provider of customer relation services by l...