Careful and considered planning has cleared the road ahead for Royal Automobile Club of Victoria Financial Services, says John Wilkinson....
Moves by a number of Winchcombe Carson planners to get IOOF managing director Rob Turner’s contract extended were rebuffed by chairman Ray Schoer at the group’s annual ge...
OFM Investment Group will be launching a new range of friendly society bonds using van Eyk’s Blueprint Funds....
John Wilkinson discovers there is a whole lot of rebating going on between platforms and dealer groups – but many platforms are shy about revealing the exact nature of th...
As an investment vehicle, pooled development funds (PDF) are not new. However, changes in the taxation of these funds has resulted in their revival. John Wilkinson report...
Perpetual’s new investment platform has hit the ground running by starting with three dealer groups already signed to use the system....
Dealer groups don’t just happen, they evolve. John Wilkinson reports....
Australian Unity has snared former Perpetual executive Rohan Mead as its new group managing director with incumbent Ian Ferres staying in the job until the end of this fi...
Boutique property fund manager MacarthurCook Investment Management (NAFM) has acquired National Australia Fund Management following its purchase of NAFM’s $475 million mo...
How do dealer groups pick their planners? John Wilkinson reports....
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,...