News

We were looking for backup services, plus the proper computer facilities to deal with our clients in terms of providing...

Enthusiasm for the inaugural conference of the Financial Planners and Investment Advisers Association (FPIA) appears muted with attendance numbers projected...

Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure...

J B Were Trusts have announced the change of the appointed manager of international equity investments, changing from Morgan Stanley...

A new financial planning firm has bucked the industry trend, with its planners leaving a major corporation’s ranks to set...

Credit Suisse Asset Management has entered the cash management market with an alliance with Adelaide Bank.Credit Suisse head of retail...

Financial planners holding insurance broking licences should take note of a recent ASIC warning about disclosure of commissions.ASIC warned Townsville-based...

The float of Consolidated Financial Services (CFS) is scheduled for late September or early October now that an agreement has...

I have agonised over writing this particular column. I was a foundation member of the IAFP; on the steering committee...

BT Funds Management has made its way back on to recommended lists, following its sale to Principal last month.While there...