The newly formed Financial Planners Education Association (FPEA) is set to launch its proposed constitution, says chair of the steering committee Gwen Fletcher....
HSBC Asset Management has signalled its intent to make further inroads into the international funds market with the launch of three new regionally based funds....
Merrill Lynch is launching an onslaught into the Australian retail market with the launch of eight new products this month and the trebling of its sales team....
The banks have responded quickly to the RBA’s reduction of the cash interest rate by a further quarter of a per cent to 5.5 per cent....
International shares had a tough run in February, thanks to continued downturns on the Nasdaq and European markets....
Fiducian Portfolio Services has released its first half-yearly report as a listed company, recording a half yearly profit of more than half a million dollars....
ANZ has outsourced its Australian equities investment management to Allianz Asset Management....
Norwich Union has offloaded its funeral plan business to Lifeplan Australia Friendly Society....
Former Saxby Bridge adviser Kevin William Fenwick has been banned for two years from giving investment advice by the Australian Securities and Investments Commission (ASI...
Advisers should abandon any notion of charging clients fees on an hourly rate, says one of the industry’s most outspoken advocates of fee-based financial planning....
Former IOOF general manager Barry Sheehan is to take the wheel at HSBC Asset Management (Australia), replacing Robert DeHart who is retiring....
Accountability and recruiting the best possible staff are crucial for planning practices that are building a planning business, according to Strategic Consulting and Trai...
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...