AXA has moved quickly to appoint Paul Williams as its new national manager of Charter Financial Planning and Jigsaw Support Services....

Assets run by employee-owned funds managers rose by 33 per cent to reach $100 billion over 2004-05, research has revealed....

Listed funds management holding company Treasury Group will shortly launch its second Sydney-based manager of offshore equities, this one led by defector from Credit Suis...

Coin Software’s acquisition by Macquarie Adviser Services would not affect its marketing and product integration relationship with van Eyk Research, according to Coin fou...

The Financial Planning Association’s (FPA) new professional indemnity (PI) insurance facility has proved its worth, demonstrating that it could save members 15 per cent o...

MLC has strayed further down the road of “over-diversification” in adding a ninth Australian equities manager to its portfolio, a Morningstar analyst has said....

Tribeca Learning will exit its compliance business and scale back its events business, as it braces for a disappointing finish to 2004-05....

Asgard has become the default superannuation provider for Ernst & Young’s 3,500 Australian staff....

Macquarie Wealth Management has signed up the first six planners for its new affiliate dealer group, Lachlan Wealth Management, luring them away from Godfrey Pembroke....

The Australian Council of Trade Unions has moved to assist trade union members dealing with the new choice of superannuation fund environment by making available a list o...