Recently <i>Money Management</i> reported on a survey conducted by Assessment Education Services concerning the implementation of PS146 in small and medium dealer groups....

Australian firm Objectmastery has reached the $500 million mark for funds under advice with its UK-based Transact wrap account....

A new disclosure code to be introduced in the UK will revolutionise the level of transparency over the fees UK fund managers charge their pension fund clients....

Former managing director and publisher of Morningstar Australia, Graham Rich has resurfaced in the financial services industry with a business venture that will capitalis...

The New Zealand Government’s plans to establish a multi-billion dollar fund to help pay for some of the future costs on the state pension have been supported by the Inter...

APIR, the Canberra based industry organisation which supplies codes to unit trust products, now has 10,000 active products listed and coded, according to managing directo...

Listed financial services group Fiducian Portfolio Services has finalised an agreement with Challenger to launch complying annuities products to its network of financial ...

Perpetual is currently revamping its fund-of-fund master trust offerings and reviewing all fund managers in anticipation of launching a new manager line up at the end of ...

Fund managers with a growth style are poised to make a comeback according to Alliance Capital senior vice-president Guru Baliga....

Dealer groups are finding that loyalty programs, clearly defined career paths and equity are key ways of retaining planners, reports KATE KACHOR....

Superannuation master trusts growth is virtually assured, thanks to the Super Guarantee levy. However, as FIONA MOORE reports, not so definite is who the survivors will b...

The link between advice and implementation should be broken, according to TOM COLLINS, and this means a re-examination of the thorny issues of commissions and disclosure....

The recent Money Management Rating the Raters Survey, which gauged fund managers’ attitudes to research houses, has drawn responses from the research groups featured in t...

For some time I have been confused by industry experts arguing that there will be an increase in the number of DIY and small dealer groups, when most other financial part...