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St George Bank-owned Ascalon Capital Managers has acquired an equity stake of up to 46 per cent in Alleron Investment Management, to bring the number of boutique fund man...
Financial planning
The ‘product flog’ is hampering attempts at professionalism by financial planners. The big institutions need to ease the sales pressure on advisers, writes Ray Griffin....
Financial planning
Corporate cop, fraud detective, consumer advocate, journalist and even financial planner. In a rare and exclusive interview, Chris Cuffe talks to BRUCE MADDEN about the m...
Editorial
The good times keep rolling for Macquarie Bank which, thanks to improved market conditions and an active merger and acquisitions climate, today announced a 17 per cent in...
Financial planning
Pengana Capital will announce the launch of a new small companies division early next week as the boutique fund manager continues its strategy of adding specialist offeri...
Financial planning
MacarthurCook Funds Management and WH Souls Pattinson and Company will commence accepting offers from investors this week and next ahead of scheduled public listings of f...
Financial planning
The Association of Financial Advisers has a new president with Robin Yates this morning relinquishing the key role to former vice president Michael Murphy at the associat...
Financial planning
Challenger Financial Services Group will increase the diversification of assets backing its annuities business after selling five offshore properties, in a move that redu...
Financial planning
Mercer Investment Consulting, bucking the trend against its recent hiring spree, has been forced to restructure its senior ranks following the departure of its national p...
Financial planning
BT Financial Group has followed up plans to provide investors, through the Westpac adviser channel, with a more extensive multi-manager product range by creating and fill...
Financial planning
Describing another week in her practice, Jennifer Moss says recent rule changes to retirement savings are causing people to lose faith in the super system....
Financial planning
It’s been another busy week for financial planner Jennifer Moss. If it’s not new legislation to deal with, it’s clients confusing you with the Yellow Pages, she writes in...
Financial planning
A SIGNIFICANT cultural shift is underway in our attitudes towards retirement....
Financial planning
How do you charge fees to your clients – upfront or ongoing? The value of your practice could double depending on how you charge for your advice, writes John Ellison....
Financial planning
The youth of today are just too lazy and apathetic to think about going to a financial planner, right?...
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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...