A Queensland couple are facing civil action over allegations that they have been providing financial services without and AFSL....
Tasplan, Quadrant and RBF Tasmanian Accumulation Scheme will merge to create a single Tasmanian super fund after it received government support....
UBS Global Asset Management has expanded its Australian team to support its growth in client mandates and funds under management....
The median Australian equity manager and super fund both posted negative returns for June but finished the financial year in the black....
Building consumer trust - not digital disruption - is the biggest challenge facing the wealth management industry, delegates at Money Management’s Platforms and Wraps con...
Former clients of WealthSure authorised representative, Colin Oberg, have secured a Federal Court ruling ordering the firm to pay $865,000 in compensation....
Financial services lawyer, Peter Bobbin, warns that ASIC has neither the culture nor the expertise to handle a product intervention power....
A global investment manager would like your help. We invite you to take a survey which asks questions about your views on industry trends....
Moves to assess the landscape of financial planning should be lauded but, as Jason Spits writes, there needs to be more clarity as to who should populate that landscape....
Service providers are an essential part of the financial planning sector and, as Jason Spits writes, while advisers may recommended diversification in a portfolio they ap...
AMP and the big four control even less of the wider market than first revealed by Money Management and far short of the 80 per cent ownership figure often spoken about in...
Jason Spits writes that both aligned and non-aligned groups are reporting milder changes in their numbers than those seen in the past....
Australian Unity property fund rating upgraded by research house, Lonsec from Investment Grade to Recommded...
Non-aligned financial services group Yellow Brick Road has signed a boutique manager to manage its newly launched YBR Protected Equities Fund....
The focus on stability and move from volatility has led to the acceptance of lower returns instead of better approaches around investing....
Five megatrends that defy market cycles will change the investment market permanently over the long term claims a Zurich investment manager....
The Chinese Free Trade Agreement will boost the local funds management sector and provide exposure to the Chinese market, according to an FSC senior staffer....
ASIC began proceedings in the Victorian Federal Court against failed land banking company Midland HWY, for appointing Hall Chadwick as administrators without notifying in...
Retirement savings targets need to focus on more than relatively subsistent living, according to BT Financial Group’s chief executive....
More superannuation funds are looking to insource service provision, but investment management is only for the mega-funds....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...