By engaging with prospective clients prior to the initial meeting, financial advisers can make the planning process much less overwhelming, according to Astute Wealth Adv...

The proliferation of professional "hats" an adviser or an accountant has to wear simultaneously when giving advice is going to confuse planners and accountants in the wid...

Michael Hutchison will bring 22 years of industry experience to his new role as practice development manager for IFA dealer network, My Adviser....

Tyndall Asset Management has added an alternate asset class product to its offering via fund manager Causeway Asset Management....

The Bennelong small caps team has scored a win, with its Bennelong Avoca Emerging Leaders Fund having been awarded a 'recommended' rating by ratings house Lonsec....

Apostle Asset Management has formalised a distribution partnership with Edinburgh-based boutique equity manager Dundas Global Investors Limited to target the post-retirem...

SS&C Technologies has announced that First Samuel has selected its Sylvan product to calculate pre- and post-tax returns across its individual investment portfolios....

National Australia Bank Asset Servicing has retained a key custody mandate - AMIST Super....

UBS Australia will soon launch a direct-to-member superannuation platform which the investment bank claims would be an alternative to SMSFs....

In the "noise" around how many Count practices have transitioned over to BT groups and under what arrangements, the reasons practices switch licensees seem to have been l...