Zoe Fielding

Zoe Fielding

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The AIOFP has criticised the FPA’s comments last week that investors, not planners, were responsible for money lost through investments in Westpoint-associated products, ...

The financial advice community is divided on the FPA’s soon to be released principles on conflicts of interest, displaying mixed opinions on the appropriateness and likel...

Upgrades to Asgard Wealth Solutions’ planning and practice management software will be rolled out to advisers in the last quarter of 2006, the company has announced....

As Colonial First State’s global listed property offering languishes with Morningstar’s lowest ‘avoid’ rating following the loss of its team to Perennial, BT’s global lis...

An online training course in sustainable and responsible investing for financial advisers will qualify participants to display the Ethical Investment Association’s SRI Sy...

Returns from hedge funds have declined over the past five years and are not expected to return to levels seen in the 1990s in the next three to five years despite optimis...

Wealth creation and risk management advice will soon be offered through Bank of Queensland branches, business bankers and the private bank following the signing of a refe...

First time contenders Paul Gerrard and Bruce Beakey have won a seat on the FPA’s board, outpolling incumbents Andrew Heaven and Dominic Alafaci, who failed in their bid f...

In the debate that raged between industry and retail funds through the year, Industry Fund Services chair, Garry Weaven, was quite successful in keeping the argument’s fo...

Commonwealth/Colonial Group, Macquarie Bank and AMP continue to hold the highest value in total investment management, but AXA has reported the largest growth in funds fo...

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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’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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