APIR Certificates has unveiled a smart card it hopes to establish as the standard online security device for the financial services industry....
Direct Portfolio Services is to target financial advisers for distribution of its share portfolio service....
David Dyer reckons the development of the mortgage broking industry is running parallel to that of the financial planning industry....
APIR Certificates has unveiled a smart card it hopes to establish as the standard online security device for the financial services industry....
Investec is on the hunt for funds management and stock broking acquisitions following its purchase of investment bank Wentworth Associates for an undisclosed sum....
UK-based Prudential has set the consolidation ball rolling in 2001 with the year’s biggest acquisition to date, snapping up US-based American General Corporation for abou...
Paul O’Brien has stepped in to the top job at New Zealand’s peak financial advisers association, the Financial Planners and Insurance Advisers Association (FPIA)....
International shares had a tough run in February, thanks to continued downturns on the Nasdaq and European markets....
Advisers should abandon any notion of charging clients fees on an hourly rate, says one of the industry’s most outspoken advocates of fee-based financial planning....
Saxby Bridge has signed up a number of sporting and entertainment identities in an effort to strengthen its brand presence in the market....
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...