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Financial planning
Nucleus Financial Group has chosen Asia Pacific’s Bravura Solutions to provide the UK market with the technology for a new wrap....
Funds management
Real Estate Capital Partners has relaunched the property securities fund formerly known as the Trafalgar Enhanced Income Fund, with a goal to grow the offering from its c...
Financial planning
The Financial Planning Association and Association of Financial Planners are considering applying to join a new indemnity scheme for peak professional bodies offered by t...
Financial planning
The New Year will see David Smith become chief executive of Zurich Financial Services Australia following the announcement that Tom Brown will be retiring from the positi...
Financial planning
In an effort to ensure a smooth implementation of the Principles to Manage Conflicts of Interest, the Financial Planning Association has issued a set of guidelines to its...
Financial planning
Asgard Wealth Solutions and Macquarie have come out on top in this year’s Assirt/Wealth Insights Service Level Survey, voted by financial planners as being the best platf...
Financial planning
MLC-owned financial planning dealer group Godfrey Pembroke has announced it will be moving to a pure fee-for-service model for all of its new clients from October 1, 2006...
Financial planning
Five Oceans Asset Management has chosen Innovest Strategic Value Advisors, a rater of publicly held companies, to provide specialist research for its business....
Financial planning
Mortgage dealer group The Brokerage has raised the entry bar for its brokers with a new professional standards policy....
People & Products
The man who established Portfolio Partners Limited in 1994, Keith Ince, has been appointed executive vice chairman and head of asset management in Australia by Credit Sui...
Financial planning
Colonial First State has stolen a march with its flagship FirstChoice platform, with the latest Assirt/Wealth Insights Service Level Survey revealing that it is being use...
Financial planning
The majority of financial planners feel a rogue element among their ranks or media beat-ups are chiefly responsible for the negative perception associated with the financ...
Financial planning
Long-serving Promina Group chief financial officer Harold Bentley is to retire, and will be replaced by the chief executive of Promina’s subsidiary, Vero Australia, Dunca...
Financial planning
Implementation of the Federal Budget superannuation initiatives will result in intense competition between fund managers to develop pension products and services to attra...
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Podcast
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...