Several BTIM funds will hold their Standard & Poor’s ratings despite a reshuffle among the portfolio managers, S&P has announced....

BT Wrap has whittled down its lengthy disclosure documents to 20 pages....

As a political debate rages around the power of the major banks, Mike Taylor writes that far more is at stake than just home loan interest rates....

Concerns have been raised about the nature of the professional development being delivered to advisers at dealer group conferences....

Matrix Planning Solutions has added new generation platform Hub 24 to existing arrangements with Wespac’s BT Wrap and ANZ’s Oasis....

Count Financial may soon have an all new back-office; with investment research, platform, and advice software contracts all currently under review at the big listed deale...

Too much is being paid for financial planning practices that Shadforth Financial Group feels may not retain their value....

Colonial First Choice has emerged at Australia’s largest investment platform by market share and funds under administration....

Lonsec’s latest sector review of Australian and global equity SRI funds questions the motivations of some fund managers signing up to the United Nations Principles ...

It costs anywhere between $30 million and $100 million to establish a retail investment platform and the ACCC believes no new players will be ready to ante up – par...

Craig Lawrenson has been named the new head of Asgard....

Mike Taylor writes that the ACCC's initial veto of NAB's proposed takeover of AXA Asia Pacific failed to acknowledge the most important factor: bank dominance....

Administration service and efficiency is the number one thing that advisers would like their platform provider to improve, while cost and remuneration models came in at s...

Shadow treasurer Joe Hockey has yet to commit to the Opposition's stance on an increase in the superannuation guarantee from 9 to 12 per cent, and has also taken aim at J...