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Financial planning
Perennial Investment Management must increase its international equities funds under management (FUM) in order to remain viable over the long-term according to research h...
Financial planning
More than 80 per cent of do-it-yourself (DIY) super fund investors believe their accountant or financial adviser will be held responsible if their fund breaches super leg...
Editorial
The skill of a boutique fund manager is to find a niche and perform well within that speciality. Rural Funds Management seems to have found such a niche, as John Wilkinso...
Superannuation
The Australian Tax Office (ATO) is making life easier for accountants and advisers with the introduction of electronic lodgment of self managed superannuation fund (SMSF)...
Superannuation
The Australian Taxation Office (ATO) is threatening legal action against self-managed superannuation funds (SMSFs) which fail to comply....
People & Products
Boutique investment manager Perennial Investment Partners has appointed former Invesco head of operations Lewis Bearman into the same role with the predominantly value-st...
Financial planning
Sydney-based dealer group Premium Accounting has signed on with Adviser Resource Centre (ARC) in a deal that pushes the number of dealer groups signed to the service this...
Financial planning
Chapel Road, the financial planning dealer group which had its licence revoked in April 2001, will be able to operate once again after the Administrative Appeals Tribunal...
Financial planning
Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer John Nairn in the newly created role of chief operating officer....
Financial planning
Lazard Asset Management has announced a number of senior appointments after restructuring elements of its management team in a bid to enhance its client servicing capabil...
Financial planning
Recent legislation is set to revamp the South African financial planning industry. Craig Phillips reports....
Editorial
The financial planning industry in the UK is in a state of flux. Lisa Bowman reports....
Financial planning
The Financial Planning Association (FPA) will find it impossible to solve its professional indemnity (PI) insurance woes, according to a leading insurance broking house a...
Financial planning
The Financial Planning Association (FPA), in an attempt to stave off criticism it fails to fully represent its membership base, has appointed two staffers to focus solely...
Financial planning
The Association of Financial Advisers (AFA) has finally settled on a professional designation for its members, registering the Authorised Financial Adviser Australia (AFA...
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Podcast
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 ...