The Plan for Life analysis of retail managed funds for the September quarter of 2009 has shown growth of $46.9 billion....

To be succeeded by former Westpac New Zealand chief executive Brad Cooper, with Coombe taking up a group executive role in Westpac’s retail and banking business....

IFSA's super charter alters fee structures for advice and changes the ground rules on advertising....

Global financial crisis has acted to make some socially responsible investment (SRI) funds less attractive to retail investors. ...

Challenger's Dominic Stevens said the group is preparing for a four-fold increase in contact with planners and dealer groups to push its annuity products. Stevens said th...

Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...

Dealer groups are preparing for changes in the financial services industry by looking to platform and fund ownership as a way to take planner and licensee remuneration in...

Financial planners have been witness to a rush of new retirement income products hitting the market but, as Liam Egan explains, the fall-out from the global financial cri...

Challenger Financial reports strong September quarter on the back of increasing preference for annuities....

Challenger's new annuities product finds home on BT Wrap....

New Watson Wyatt research reveals Australian investment managers were among the hardest hit by the GFC....

BT Wrap enhances platform offerings to make life easier for advisers and accountants handling SMSF clients....

Dirk Morris will step down in October after presenting a five-year strategic plan to the board....

Genesys implements immediate replacement capability following the 'lift out' of its research team....