Vertical integration is off the radar for the time being but may come back if amendments to the FOFA legislation are revived according to ISA. ...

Northern Trust has continued its Asia-Pacific expansion with opening of Seoul office. ...

Perpetual Global Share Fund gets “recommended” rating from Zenith....

BetaShares launches new product using Fundamental Index methodology....

YBR-linked Smarter Money fund added to BT Wrap....

IOOF recruits BTFG’s Daniel Dalton as new National Sales Manager, Investments....

Investment management firm PIMCO has appointed Dr Laura Ryan as vice president, client analytics....

Findex Group is continuing to grow its product offering through Centric Wealth’s $50 million investment in US-based global equities manager, Maverick Capital....

As competition continues between industry and retail funds, new research released by CoreData suggests the industry fund sector has nudged in front when it comes to brand...

Client relationships are the only real value financial advisers can bring to the table as automation increasingly replaces the process work, Wayne Leggett said....

The Commonwealth Bank makes clear that former CommFP clients retain access to its Open Advice Review program irrespective of changing advisers. ...

The Commonwealth Seniors Health Card (CSHC) is a concession card that is available to older Australians who are of Age Pension age or Department of Veterans' Affairs qual...

One of the newer Statements of Advice (SOA) requirements has been labelled unncecesary duplication by a legal expert, echoing fears raised by advisers about the growing c...

Consumers would be better served if financial planners and risk advisers were required to hold separate licences, Synchron director, Don Trapnell, believes....

The political wrangling around financial advice reforms have passed over the heads of most consumers who have yet to be convinced of their relevance according to Adviser ...

The immediate past chairman of the Financial Planning Association, Matthew Rowe, sees considerable significance in the findings of the Joint Parliamentary Committee which...

Retail investors significantly lack geographical and asset class diversification in portfolios, Goldman Sachs Asset Management found....

As the financial planning industry proceeds further into 2015 it must accept little or no further change to FOFA but a range of new debates and opportunities....

Industry funds have been around since the earliest days of superannuation but in recent years have moved into providing advice and banking services bringing them head to ...

While considered foreboding by traditional investors, volatility in global markets is music to the ears those in the alternative space, Janine Mace writes. ...