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Financial planning
Trust general manager funds management Jeremy Edmonds will leave the company following restructuring as a result of the merger of Permanent Trustees and Trust Company of ...
Financial planning
At a time when advisers are under pressure because of negative returns, Jack Houwing and Mike Fitzpatrick argue that estate planning presents a business development oppor...
Financial planning
Perennial Investment Management must increase its international equities funds under management (FUM) in order to remain viable over the long-term according to research h...
Financial planning
More than 80 per cent of do-it-yourself (DIY) super fund investors believe their accountant or financial adviser will be held responsible if their fund breaches super leg...
Editorial
The skill of a boutique fund manager is to find a niche and perform well within that speciality. Rural Funds Management seems to have found such a niche, as John Wilkinso...
Superannuation
The Australian Tax Office (ATO) is making life easier for accountants and advisers with the introduction of electronic lodgment of self managed superannuation fund (SMSF)...
Superannuation
The Australian Taxation Office (ATO) is threatening legal action against self-managed superannuation funds (SMSFs) which fail to comply....
People & Products
Boutique investment manager Perennial Investment Partners has appointed former Invesco head of operations Lewis Bearman into the same role with the predominantly value-st...
Financial planning
Sydney-based dealer group Premium Accounting has signed on with Adviser Resource Centre (ARC) in a deal that pushes the number of dealer groups signed to the service this...
Financial planning
Chapel Road, the financial planning dealer group which had its licence revoked in April 2001, will be able to operate once again after the Administrative Appeals Tribunal...
Financial planning
Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer John Nairn in the newly created role of chief operating officer....
Financial planning
Lazard Asset Management has announced a number of senior appointments after restructuring elements of its management team in a bid to enhance its client servicing capabil...
Financial planning
Recent legislation is set to revamp the South African financial planning industry. Craig Phillips reports....
Editorial
The financial planning industry in the UK is in a state of flux. Lisa Bowman reports....
Financial planning
The Financial Planning Association (FPA) will find it impossible to solve its professional indemnity (PI) insurance woes, according to a leading insurance broking house a...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...