As the financial services industry is rocked by the Royal Commission, the Financial Planner of the Year, Ben Travers, cites his independence as his biggest pride in his p...
Nearly a quarter of income protection claims involve mental health conditions, according to ANZ claims data....
Giving clients advice with the same care with which he would his parents has seen Chris Cynkar of RSM win Paraplanner of the Year....
A drive for client-centric practice coupled with an impressively extensive career in finance, has led Caleb Dozzi of Dozzi Financial Advice, to succeed in the Young Achie...
Former Financial Planning Association chairperson and chair of the Institute of Financial Advisers in New Zealand, Julie Berry is this year’s winner of the Lifetime Achie...
Legg Mason has gone back to back in being named the 2018 Money Management/Lonsec Fund Manger of the Year, confirming the investment strength of the Melbourne-based busine...
The Finance Sector Union is arguing that the existing financial services regulatory regime has been found wonting and that the Royal Commission needs to recommend impleme...
AMP Limited has defended grandfathering and has suggested removal of the arrangements would be tantamount to retrospective legislation....
The Financial Planning Association has told the Royal Commission that grandfathered commission arrangements should be phased out over the next three years....
Perpetual has appointed former Challenger Funds Management chief executive, Rob Adams as its new CEO....
Capital Funds Management’s CFM Institutional Systematic Diversified Trust A has taken out the alternative strategies category of the 2018 Fund Manager of the Year Awards....
A sensible and steady approach has seen the OC Dynamic Equity Fund take out the highly contested Australian Small Cap Equities award for 2018....
With a long track-record of success, Folkestone Maxim Property Securities credited its win to a consistent strategy of top-down and bottom-up stock picking, and maintaini...
A strong track record of outperformance and historic resilience in tough markets has led Bennelong’s Australian Concentrated Equities Fund to take out the Australian Larg...
The winner of the Money Management/Lonsec Fund Manager of the Year Award in the Global Equities category, has one very simple aim of delivering long-term capital growth t...
Munro Partners’ Global Growth Fund was established after recognising a gap in the global growth market, now priding itself on being the only growth manager with an absolu...
Staying index-unaware and favouring a high-conviction strategy saw Quay Global Investor’s (QGI’s) Global Real Estate Fund succeed in the Global Property Securities catego...
The investment process is built around the simple principle that the best way to preserve and enhance wealth over the longer term is to “buy a good business at a good pri...
It’s all about doing the right thing for clients and taking clients’ trust extremely seriously when it comes to the exchange-traded funds (ETFs) space, according to the w...
Pinebridge’s skew to growth assets in 2017 helped it to deliver a strong performance relative to peers....
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...