In an effort to drive its growth strategy, Guardian Advice has expanded its senior managerial team with the appointments of John Gray, Patrick Casey and Richard Johnson....
Total retail and wholesale funds under management and administration grew 4.8 per cent to $813 billion in the March quarter, according to DEXX&R....
Multi-manager funds might have done well on the inflows front, but the dispersion between returns across the sector has been at its widest for a number of years. This cou...
Despite the satisfaction with platforms reaching a nine-year high, a new survey suggests 40 per cent of financial planners would happily switch providers for lower fees....
A number of recent high profile executive departures reflect the current economic environment and cost-cutting measures being undertaken across financial services and ban...
Zurich Investment Equity Income Fund and the Colonial First State Wholesale Australian Equity Income Fund have both been awarded a 'highly recommended' rating in Lonsec's...
Financial services industry stalwart and founder of Count Financial, Barry Lambert, was this year's recipient of the Lifetime Achievement award at the Money Management/Lo...
AMP Capital collaborated with parent brand AMP as well as senior stakeholders and research agencies to revitalise their brand and take out Money Management’s Marketing Te...
Challenger’s ‘Real Stories’ campaign capturing the true experiences of Australian investors during the global financial crisis has been named best advertising campaign in...
Offered exclusively through the Macquarie Professional Series, the Winton Global Alpha Fund has once again been awarded the Money Management/Lonsec Fund Manager of the Ye...
The market volatility that characterised much of 2011 proved a key decider in the Money Management/Lonsec Fund Manager of the Year global equities long/short category, wi...
The Colonial First State restructure sees Brian Bissaker depart with the separation of advice and changed reporting lines....
A significant restructure of Colonial First State will see Brian Bissaker leave the company with Marianne Perkovic and Linda Elkins filling key roles....
How is the ‘bring forward rule’ triggered, and what happens when the $450,000 cap is only partially used at or around the time a client turns 65? Colonial First State's t...
Panellists at Morningstar's annual conference agreed the tailored advice model still needed a lot of work, but said strategic asset allocation offered some compromises in...
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...