It is not every financial planner who can count a meeting with the Prime Minister as a career highlight....
A love of the country and his community has kept Robert Kiddell out of the big smoke, but he has long been playing in the big league. Jason Spits looks at why the judges ...
Peter Leggett lives a charmed life. The Melbourne planner was just metres away when the World Trade Center came down and in Bali the day terrorists bombed the Sari Club....
Money Management’s Financial Planner of the Year award is getting bigger and better every year, with increasing numbers of nominations, finalists and, this year, even jud...
Assirt claims the net retail inflows top five show a mixed bag of managers, both specialist and generalist, and that the largest flows have been into defensive investment...
The run of success for value managers is about to come to an end with growth management set to stage a comeback according to research house van Eyk....
Australian Unity is to expand its membership base to include investors in its unit trusts and property syndicates....
The Victorian based Australian Financial Services (AFS) dealer group is making a considered push to set up a master trust exclusively for risk insurance products....
The chair of the Parliamentary Joint Committee on Corporations and Financial Services, Senator Grant Chapman, has indicated it may re-examine the issue of risk product di...
A former AXA compliance manager has launched a new consultancy aimed at boutique fund managers....
The Association of Independently Owned Financial Planners (AIOFP) has changed its membership structure, fees and benefits in an attempt to increase its market presence....
Royal and Sun Alliance (R&SA) Financial Services will look to dramatically expand its local distribution capacity after putting months of speculation about its ownership ...
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...
So we are now underwriting criminal scams?...