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Firms are prepared to pay up to three times more than the usual price for a fund manager with significant funds under management (FUM), according to the latest analysis f...
Fiducian Portfolio Services will start to market their own separately managed account (SMA) claiming that it has been in existence for a number of years....
BT has enhanced the stable of products and services within its Investment Wrap and SuperWrap products, claiming to have tailored them more closely to the needs of adviser...
Investors Mutual (IML) is moving from “strength to strength” according to the latest rating of the boutique fund manager by Assirt....
The Now Financial Services and Inscorp financial planning groups are set to merge creating a combined planning group with about 250 advisers....
The Financial Planning Association (FPA) will consider backing a proposal to set up a national scheme, possibly funded by an industry levy, to compensate investors for lo...
Financial planners are beginning to feel the pinch of unmet client expectations, as the downturn on the world’s share markets shows no signs of abating....
A new study has found 89.2 per cent of financial advisers are either dissatisfied or extremely dissatisfied with the level of success they have achieved to date....
MLC is pushing for its advisers to make greater inroads into the corporate superannuation market to counter the growing threat of accountants moving into the financial pl...
The Australian Taxation Office (ATO) has lost a court action brought by investors in a tax-effective scheme when the Federal Court ruled they entered into the scheme for ...
There is a lot of interest at the moment in Separately Managed Accounts (SMAs) - also known as Individually Managed Accounts - and their imminent coming of age....
We are all aware that reduced levels of investment returns will accelerate the rate at which clients are demanding lower overall fees for their managed investments....
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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?...