A further 122 FPA members pass final CFP program examinations....
PIS-owned All Star Funds has added a new fund to its stable with the inclusion of the All Star Nomura China Fund....
Iscope managing director Craig Michilis will become a partner in the merged group and will lead a team offering permanent and contract recruitment in operations and custo...
A Financial Services Partners (FSP) practice has created an education tool intended to help members of generations x and y see the value in getting financial advice....
Dealer groups with a mission to grow should be cautious of the risks larger planner numbers have on compliance, Avenue Capital Management director of compliance Mark Lewi...
Steven Scott will be responsible for running both the investment strategy team and the research analysts team covering Australian equities at Ord Minnett....
There need to be more restrictions placed on the types of products and strategies planners can advise on based on their level of accreditation: Grahame Evans....
Investing in diversified multi-manager strategies will be the best way to secure attractive risk-adjusted returns in the Australian equities market in 2010, according to ...
Equiti will offer financial planners 10 per cent of its property funds management business....
Dalton Nicol Reid Australian Equity Growth Incrementus Portfolio represents a concentrated portfolio of mainly Australian large to mid-cap equities....
Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...
Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...
Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....