If we think back to 1988, a person could obtain an authorised representative’s licence through attending two days of in-house training. ...
Ken Breakspear took up the top job at the Financial Planning Association (FPA) less than a month ago. But as most politicians know, the honeymoon period does not last lon...
</B>Investor Security Group has always prided itself on its commitment to independence and integrity. Simon Segal asks ISG boss Rob Keavney how the stance has affected th...
The woes of the Australian dollar are continuing to benefit investors with a significant exposure to international funds....
E*Trade is to offer its US clients with $100,000 to invest access to private fund managers at a reduced fee, following the purchase of US-based PrivateAccounts.com....
Investors in the troubled Soho lemon investment scheme have voted to continue with it and commissioned a study to look at expanding the scheme. ...
The decade-long relationship between The Evensky Group and Charles Schwab has come to an end after the group dumped Schwab, choosing instead to sign its main rival Fideli...
The integration of the GIO business into AMP Financial Services has reached the final stage with an application to transfer the business to be made to the Federal Court o...
Virgin boss Richard Branson has confirmed what many in the industry have thought for years. Virgin is about to bring its brand of financial services distribution to Austr...
Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators. ...
Salomon Smith Barney (SSB) has been awarded the mandate to manage MBF’s $30 million corporate superannuation fund and provide financial planning to its MBF staff....
Financial services executives and consumers have widely differing opinions on the importance of online finance services according to a report by Deloitte Consulting....
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...