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Financial planning

Fledgling boutique fund manager Quest Asset Partners has been appointed by Russell Investment Group to manage about $35 million for its Russell Australian Shares Aggressi...

Life/Risk

The corporate regulator has released a consultation paper detailing proposals to allow general insurers to operate without a licence and in a separate initiative, has pro...

Financial planning

ASIC has expanded its compliance team, with Carole Ferguson joining in the new position of director, institutional and wholesale compliance....

Funds management

The use of hedge funds by financial planners is growing, but slowly. In many cases, it is only planners who have reached a certain level of competence that are allowed to...

Financial planning

The hedge fund industry in Australia has to defend itself against many charges, some justified, but mostly not. In recent years, hedge funds have started to see some soli...

Funds management

Listed fund manager Australian Value Funds Management has taken a 40 per cent stake in planning firm Garnaut Private Client Advisers....

Financial planning

Van Eyk has entered a strategic research alliance with property research group Managed Investment Assessments (MIA), the last in a series of research group alliances inte...

Financial planning

Australia’s international reputation has been damaged by poor implementation of Financial Services Reform (FSR), with many other countries now actively looking to avoid m...

Top 100

Superior definitions gave Tower the edge over the competition in the hard-fought Best Disability Product category of the Money Management/Dexx&r Adviser Choice Risk Award...

Financial planning

Leading actuarial firm, Rice Walker has entered into a joint venture with the Australian National University aimed at compiling a more comprehensive picture of Australia’...

Financial planning

Privately owned Avenue Capital Management has attracted a central Sydney practice away from Godfrey Pembroke, as well as picking up a practice that is starting from scrat...

Financial planning

Tribeca Learning has created the new position of director, corporate and strategy as part of a reorganisation of its senior management team....

Financial planning

Investors are too desensitised to terrorism for yesterday’s attacks on London to have any major impact on investment markets, according to industry participants....

Financial planning

Most new property trusts in the next 12 months would feature overseas property as the famine of good quality Australian properties coming to market continued, a prominent...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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