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Australian Financial Services (AFS) has built up $30 million in funds under administration in the first nine weeks of operation of its Strategy master trust....
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Financial service providers should not be complacent even though the pendulum has swung against dot com businesses according to Advent Software chair Stephanie DiMarco....
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In a move to strengthen its private clients division, Investec has expanded its adviser team with a number of hand picked, high profile advisers according to head of priv...
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Royal SunAlliance is to add to its distribution network with the proposed acquisition of financial planning group Cameron Walshe....
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AXA is on the prowl for dealer groups to boost its distribution network, group chief executive Les Owen has confirmed....
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AMP has moved another business arm under the umbrella of a British based investment company....
INDUSTRY NEWS
Independently owned financial planning group Barbacan Benefits has signed an alliance deal with Garrisons to broaden its client services and adviser resources....
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The recently formed alliance of eight financial planning firms, the LodeStar Group, is gaining significant business in deals with legal and accountancy firms according fo...
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BT Funds Management’s chief investment officer Andre Morony has announced his departure of the group, and will be replaced by former head of real estate Gary Symons....
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It is now four years since George Flack won the Money Management Financial Planner of the Year. Jason Spits caught up with the high profile planner in a brief reprieve fr...
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Investors objecting to the Waltus property syndicate merger have had their case thrown out of the Court of Appeal....
INDUSTRY NEWS
Most Australians know very little about the basics of superannuation, a survey has found. Plum Financial Services research has found that more than half of the people sur...
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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’...
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...