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INDUSTRY NEWS
Deakin Financial Services Group has received an enthusiastic response to the introduction of its Smartplan wrap platform, with over a dozen advisers having commenced its ...
INDUSTRY NEWS
Fund manager Deutsche Asset Management (DeAM) has launched a new small caps fund, the Deutsche Australian Small Companies Fund, to take advantage of a perceived gap in th...
INDUSTRY NEWS
Citigroup Asset Management has warned financial planners, in light of the war in Iraq and a continued global downturn, of the importance in highlighting to clients the lo...
INDUSTRY NEWS
Listed financial services group Hartleys Limited will close its wealth management division, sell its margin lending book and transfer selected Hartley advisers and client...
INDUSTRY NEWS
The merged Permanent Trustees and Trust Company of Australia have announced the group’s new name - Trust, as well as outlining the four business lines the new group will ...
INDUSTRY NEWS
Melbourne-based fund manager Equity Trustees (EQT) has acquired the $110 million Wealthpac Access Master Trust, which has 7,600 members and is comprised of employer super...
INDUSTRY NEWS
Research house Lonsdale Securities (Lonsec) has added eight hedge fund/fund-of-funds (FOFs) products to its ‘recommended’ list within its Hedge Fund Sector Review and has...
INDUSTRY NEWS
AXA chief executive officer Les Owen says that despite all the recent bad news the outlook for the Australian wealth management market looks good....
INDUSTRY NEWS
The previous chief executive of the Financial Planning Association (FPA) Michael McKenna died suddenly overnight....
INDUSTRY NEWS
Making them feel special is one way of ‘conditioning’ clients into referring others to you. Max Franchitto shows how you can turn your clients into BDMs....
INDUSTRY NEWS
Despite being in operation for over four years, George Avramides claims few planners are aware of the Pension Bonus Scheme (PBS)....
INDUSTRY NEWS
IOOF’s purchase of AM Corporation spells the end for the latter’s brand, but as John Wilkinson writes, the best parts will live on....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...