FINANCIAL PLANNING

INDUSTRY NEWS

When ING unveiled its Tandem Financial Advice dealer group in August 2002, the result of merging its Lynx, Partnership Planning and AustAdvisers dealer groups, the market...

INDUSTRY NEWS

Vertex Capital Management was able to achieve low volatility and good absolute returns in its Relative Value Fund this year to win the Money Management/Assirt Fund Manage...

INDUSTRY NEWS

Underweighting international equities and overweighting property trusts has paid off for value manager Maple Brown Abbott (MBA) which has taken line honours in the multi-...

INDUSTRY NEWS

Remaining “true to label” and having well established teams and processes are some of the key factors for success for the finalists in the Money Management/Assirt Fund Ma...

INDUSTRY NEWS

Tim Browne from MLC scooped the inaugural Money Management/Resnik Communications Business Development Manager of the Year award....

INDUSTRY NEWS

The Rising Star award recognises new and emerging managers....

INDUSTRY NEWS

UBS Global Asset Management has taken out the Money Management/Assirt Fund Manager of the Year award for the Australian fixed interest category beating out finalists IOOF...

INDUSTRY NEWS

The alternative asset category considered absolute return funds that employ an alternative investment strategy in the pursuit of an absolute return objective....

INDUSTRY NEWS

The attention generated by the shadow shopping survey appears to have paralysed the industry, argues Tom Collins....

INDUSTRY NEWS

Adelaide-based financial planner David Middleton has called on the industry to come up with a risk-profiling process that puts the client’s needs first or run the risk of...

INDUSTRY NEWS

UBS Global Asset Management (GAM) has repeated its success in the Money Management/Assirt Fund Manager of the Year Award by taking out top honours with a second back to b...

INDUSTRY NEWS

The inaugural Business Development Manager (BDM) of the Year Award was hugely popular, with hundreds of readers nominating 98 BDMs for the award. Culling the list to a ma...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 4 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 3 days ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 5 days ago