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Portfolio Partners is aiming to combat the fierce competition faced by fund managers when seeking exposure to platforms and dealer group recommended lists by creating a n...

Research group Lonsec’s scepticism as to the capacity of domestic fund managers to establish thriving global equity arms has prompted it to place Perpetual Trustees Austr...

AMP Financial Planning, as of next year, will demand its more than 1,000 authorised representatives sit an annual exam before they can continue practicing under the banne...

Standard & Poor’s has reacted to the departure of Perennial Investment Partners joint head of international equities Kerry Series last Friday by placing two funds under r...

The Australian Securities and Investments Commission has permanently banned a Tasmanian-based man from providing any financial services after it was found he promoted an ...

Australian fund managers could be missing out on a golden opportunity by neglecting commodities and other global resource stocks, according to an industry review of the s...

Retail investors have been promised both liquidity and access to a range of private equity schemes when ING Investment Management launches a new listed private equity fun...

Financial planning business management group CARM has struck a deal with Professional Investment Services to provide the dealer firm’s network of over 1,200 planners with...

The Commonwealth Bank of Australia has announced the new head of its Financial Wisdom dealer group after appointing internal staffer Paul Barrett today to replace Jerome ...

Australia's biggest retailer Coles Myer is considering offering financial planning services to customers, according to chief executive John Fletcher....

Australia could be a prime target for a telephone investment scam sweeping the United States with the Australian Securities and Investments Commission warning investors t...

Sydney-based specialist investment firm Next Financial has hired two regional distribution executives to take the group's Australian equity, debt and derivative offerings...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago