Investors should be wary of funds that are too closely linked to the global index as the current regional allocations and sector mix that constitutes the index may lead t...
Four of MIR Investment Management’s formerly ‘five star’ funds have been placed ‘on hold’ by Standard & Poor’s following the announcement of staff changes in the investme...
Financial planning software providers VisiPlan and Coin have jointly released a set of standards for use in the development of interfaces between platforms and front-end ...
The Government hopes the current round of refinements to Financial Services Reform (FSR), which it plans to make law by December 2006, will finalise the regulations and o...
The proposed simplification of the superannuation system released with the Federal Budget may put downward pressure on management fees for superannuation related products...
Merrill Lynch Investment Management has recruited two senior analysts from Goldman Sachs JB Were, weeks after losing three of its Australian equities portfolio managers t...
Satisfaction with existing investment manager mixes, coupled with strong performance in equity and fixed interest markets has seen a marginal downturn in manager search a...
Commonwealth Bank/Colonial First State (CBA/CFS) has topped a list of “Super Star” performers in the platform space for 2005 based on research that considered a combinati...
ASFA has called on the Federal Government to use next week’s Budget to abolish the current age-based contributions limits applying to people under 50....
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...