Invesco Australia today appointed Aaron Finlay to the role of chief financial officer, a week after chief executive Michael Parsons made way for incoming chief Mark Armou...

A new management team at Norwich Union’s funds management arm, Portfolio Partners, could help the fledgling group reverse the problem of rapidly outflowing funds, accordi...

Fund of funds investment vehicles continue to gain investor dollars and adviser support as each seek easier ways to invest. However, MARK KNIGHT questions whether the fun...

Indy Singh has built a business based on vision and a fax. BARBARA MESSER spoke with him about his vision and the contents of the fax....

Morningstar has released a review of JBWere’s business and management strengths, and has rated the company with a three out of five, but says it could have been a stronge...

IT IS easy to see both sides of the argument in what could quickly escalate into a full blown legal dispute between the Financial Planning Association (FPA) and the Assoc...

WITH a number of financial planners rapidly approaching their own retirement, succession planning has become a hot topic in the industry. The commonly held view is that p...

Since February 2001 when the Australian Securities and Investments Commission (ASIC) announced it would conduct a review of solicitor’s mortgages schemes, ASIC has acted ...

THE AUSTRALIAN Taxation Office (ATO) has developed a hit list for self-managed superannuation funds (SMSF) and it will be looking very closely at the general operational ...

MLC has announced that it will compensate investors in its superannuation products who suffered a loss in the value of their investment when they were transferred from si...

At what point should a financial planning business consider outsourcing back-office functions and when is the right time to do it? FIONA MOORE reports on the telltale sig...

THE Australian Securities and Investments Commission (ASIC) will begin a series of campaigns targeting commissions and disclosure in a three-pronged strategy as part of i...

Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...

The directors of Permanent Trustees Company and the Trust Company of Australia have announced they have agreed to a merger of the two groups creating a single entity with...