Socially Responsible Investment (SRI) is not just a fad and will continue to grow in the next five years, says Corporate Monitor executive director Michael Walsh....
Clients want consistent professional service consistently, says Graeme Alford, one of the country’s leading authorities on customer service....
TOO MANY people work in a practice rather than on the practice, says Hendrie business development director, Michael Moschetti....
Ausmaq is planning to launch its first broadside in the already highly competitive race to become the pre-eminent provider of a managed fund hub for the Australian funds ...
While property remains a favoured asset class, syndicates are once again in the spotlight. But, as JOHN WILKINSON writes, planners should continue to tread carefully in t...
THE AUSTRALIAN Taxation Office (ATO) has developed a hit list for self-managed superannuation funds (SMSF) and it will be looking very closely at the general operational ...
JOHN WILKINSON reports, two research houses are making serious attempts at presenting an independent picture of what is happening in the hedge fund management sector....
Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...
OFM Investment Group chief executive Michael Rehak has resigned and will be replaced by former Coles Myer property general manger Rick Curtis....
THE former head of Australian Unity Funds Management, Craig Dunstan, is setting up his own boutique fund management operation in Melbourne....
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...