Strong investments and flows drive masterfund sector growth....
The Bennelong Kardinia Capital Absolute Return fund has lowered its initial investment amount for retail investors to $20,000 and moved to provide daily liquidity....
ClearView has picked up gold for its LifeSolutions Business Expense in the 2013 Money Management/DEXX&R Business Overhead product category. ...
Platforms, financial advisers and clients alike are about to be swept along by the impact of technological innovation on platforms, as Kelly Power explains. ...
If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...
Godfrey Pembroke head of planning business moves to bank role and replaced with MLC executive....
Count Financial’s Michael Beer has been awarded this year’s BlackRock/PortfolioConstruction Forum Scholarship for the CIMA designation. ...
BT Financial Group announced this week that it had received APRA approval for its MySuper licences and would launch actively-managed "lifestage" funds as its MySuper solu...
The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...
Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....
While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...
Can the ATO access a taxpayer’s superannuation when bankruptcy looms? David Oon and Bryce Figot explore this matter further....
Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...
Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...
BT Financial Group will refund some of its BT Wrap and BT SuperWrap customers after it was discovered they had been paying adviser fees above that of disclosed percentage...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...