UBS Global Asset Management has taken out the overall title to win the most prestigious prize in the funds management industry, the Money Management/Assirt Fund Manager o...
By now most of the financial services industry has heard that Westpac, in one of the industry’s lesser kept secrets, will buy Rothschild Australia Asset Management from i...
The rise of UBS Global Asset Management to the top in the Money Management/Assirt Fund Manager of the Year, after coming second to Credit Suisse Asset Management last yea...
Practice management has become a big topic in financial planning and the resources expended on ensuring it happens well in a planner’s business is constantly increasing....
Assirt chief executive Krystyna Weston has announced her departure from the research house to take up the role of head of retail distribution with AMP Henderson Global In...
The movement by real estate group Raine and Horne into financial planning is the most recent case of a non-traditional financial planning business seeking to establish an...
Clients will pay higher fees if planners can provide value and service that goes beyond the client’s expectations according to Asgard national manager Mark Aufderheide, w...
The Australian Securities and Investments Commission (ASIC) and the Australian Consumers’ Association (ACA) will engage in a survey of the financial planning industry des...
Sealcorp will relaunch its flagship master trust in May with the addition of a wrap facility, separately managed accounts and increased rebates on fund manager fees....
Large institutions have failed to understand the nature of financial planning despite the fact they are building large distribution groups according to Sealcorp Victorian...
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...