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Despite the growing professionalism of the financial planning community, advisers are continuing to fall foul of the law. Samantha Walker investigates the fall from grace...
INDUSTRY NEWS
A financial services department staffed by tax lawyers, actuaries and technically minded product developers may sound like the industry equivalent of a full blown Star Tr...
INDUSTRY NEWS
I think it is time someone spilled the beans on computers and described exactly what goes on. Firstly, we should establish the fact that there are basically two types of ...
INDUSTRY NEWS
The fall in the value of blue-chip stocks, now at a two-year low, is creating good buying opportunities for investors, says Portfolio Partners joint managing director Kei...
INDUSTRY NEWS
Performance incentives used to be the bastion of the senior executive, but now the concept is filtering through to funds management groups....
INDUSTRY NEWS
In a further sign of specialisation towards a market segment Perpetual Investments has rolled out a fund focusing on a small number of shares....
INDUSTRY NEWS
“Whatever may be said on the quality of my chairmanship, I was certainly not a great secretary.” Former FPA chief Russell McKimm modestly accepts his distinguished servic...
INDUSTRY NEWS
Financial planning co-operative Fiducian Portfolio Services is to bring forward the date for its listing to capitalise on the high prices currently being offered for fina...
INDUSTRY NEWS
What’s in a master trust? Quite a bit, if you believe most of the hype written about them....
INDUSTRY NEWS
Details have emerged of a $600,000 fraud in AMP Asset Management’s Melbourne office. Last December, Financial Synergy found a $200,000 anomaly in its Top Quartile Superan...
INDUSTRY NEWS
Internet, television and mobile phones will be playing a major role in e-commerce in the next few years, , says Perennial Partners managing director Ian Macoun....
INDUSTRY NEWS
Invesco Asset Management Australia is to beef up its distribution and marketing teams in the wake of the decision to relocate its Australian investment management busines...
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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...