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Macquarie Funds Management will move to list its wholesale Diversified Treasury Fund on master trust and wrap menus after the fund broke the $1 billion mark for funds und...
Listed financial planning group Count Financial has forecast an $8 million operating profit for the current financial year....
Colonial First State has announced a further changing of the guard within its funds as Barry Henderson, the portfolio manager of the group’s Future Leaders Fund will leav...
Accounting and financial planning consolidator Stockford has filled one of the vacancies on its troubled board with the appointment of Dan Payne as non-executive director...
Van Eyk Research has released its annual review on the balanced fund sector, finding an increase in managers adopting tactical asset allocation (TAA) strategies as well a...
Australia’s anti-money laundering agency, Austrac, has taken the step to recognise financial planners as legitimate ‘professionals’....
FirstChoice, Colonial First State’s flagship master trust, has reached the $1.4 billion mark in funds under administration within six months of its launch....
Leading agribusiness group Great Southern Plantations has taken out a special professional indemnity (PI) insurance policy to cover financial planners wanting to recommen...
Mass marketed tax schemes and unpaid Superannuation Guarantee contributions raised the ire of most taxpayers when complaining about superannuation to the Australian Tax O...
THE FORMER managing director of Lynx Financial Services, Stuart Abley, has poached a number of the ING owned dealer group’s financial planners to launch a new planning de...
The Sealcorp owned Asgard investment platform has signed its first ever deal to build a badged version of its new wrap account, the eWrap, for a financial planning dealer...
The Monitor Money planning group will shift from its current investment platform, Assure, over to Summit after AXA senior management gave the deal its approval....
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Podcast
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?...