Superannuation group SMF Funds Management has taken over management of the $45 million NSW funds management arm of chartered accountants Pannell Kerr Forster (PKF)....
Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure to comply with proposed laws....
With $20 billion under management, half of which are retail funds, Macquarie Investment Management has been staging a performance comeback over the past year. Zilla Efrat...
A survey by Macquarie Portfolio Services has revealed that the knowledge of wrap services among advisers has escalated over the past 12 months, and particularly over the ...
As part of a new drive into the retail market, Dresdner RCM Global Investors (DRCM) has acquired Jardine Fleming Australia’s unit trust business in Australia. ...
Former Financial Wisdom financial adviser Stuart John Forsythe has been gaoled for six years by the Newcastle District Court on 33 Aus-tralian Securities and Investment C...
Over the past few years, the Financial Planning Association has called on ASIC to regulate real estate agents who provide property investment advice. Shifting the spotlig...
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...