Four years is a long time in the rapidly changing retail financial services business. But while developments have come thick and fast in my four years at Money Management...
<caps>Major</caps> Singaporean corporates may be eyeing Australia’s telecommunications, airlines and financial services industries, but a band of smaller Australian finan...
The two people who foundered Sovereign Assurance in 1981, Ian Hendry and Chris Coon, have both announced their retirements from the company. Both men plan to leave at the...
Rothschild and ING have become the latest major name fund managers to join the long line of managers embracing ethical investments....
Count is to launch its second dealer group, Compound Investments, at this year’s Financial Planning Association conference in Brisbane in November....
The biggest printer of prospectuses for fund managers, Blue Star, is now in Australian hands, following a management buy-out by its Australian and New Zealand executive t...
When the Dimensional Value fund hit the top rung of the performance ladder for the year to May 31, the financial services industry let out a collective cry of surprise. J...
High profile industry figure Kevin Wyld has answered the knockers of the Beacon master trust he developed, by announcing the administration platform had reached $100 mill...
JB Were’s low cost structure has pushed its cash management trust (CMT) to the top of the performance tables in the CMT market....
The National Australia Bank has regained the mantle as the top managed fund distributor in the retail market, dominating inflows into managed funds in the last three mont...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...
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...