Just a few years ago, individually managed accounts (IMAs) were heading for the top of the charts with a bullet. Things didn’t work out exactly as planned, writes John Wi...
A Queensland planner who protested against his treatment by Suncorp Metway by sitting for a week on the roof of his former office reached a settlement on late Friday afte...
Australian Unity director and head of funds management John Linehan is set to leave the group in mid-September, to be replaced by a yet-to-be-named successor who will be ...
Aviva has revamped its distribution division following the departure of its general manager distribution Shaun Williams and national sales manager Paul Greenwood, who bot...
Melbourne based fund manager OFM Investment Group has struck a deal with Credit Management Australia (CMA) to becomes it’s the first client for the latter’s risk manageme...
Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....
John Wilkinson talks to HSBC chief executive Barry Sheehan and chief investment officer Jon Taylor about the challenges of turning around the fortunes of the fund manager...
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 ...
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,...