Trinity Funds Management's Investor Advisory Board (IAB) has formed a new committee to deal with the tender process for the management of Trinity's unlisted funds....
The Australian Prudential Regulation Authority's superannuation tables are not reflective of many superannuants' experiences, nor a meaningful indicator of how super fund...
New client suitability tests for margin lending may be only the beginning of such assessments for financial services products, a specialist lawyer has said....
FIIG Securities has launched a financial planner services unit focused on providing access to fixed-income investments....
MLC has used its submission to the Ripoll Inquiry to call for a comprehensive review of the Financial Services Reform Act, saying the FSR is working against its original ...
While trustees will have relief from FSR, clients can still sue for negligent advice....
Draft margin lending regulations and 'example documents', including a draft Product Disclosure Statement, are likely to be released within the next couple of weeks, accor...
Significant tax issues facing financial services, some recommendations likely to be excluded from consultation....
Macquarie Equities has taken top honours in the 2009 Money Management/CoreData Dealer Group of the Year awards, while Commonwealth Financial Planning has been named the l...
Receivers and managers have been appointed to troubled City Pacific following the loss of its First Mortgage Fund....
Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...