Sydney-based asset manager Astarra Asset Management has reached a milestone, managing $1 billion dollars of investors' assets, according to chief executive Shawn Richard....

To what degree should dealer groups filter the data they receive from research houses and what impact is this having on the quality of financial advice?...

There is not enough money in providing white label products to planners, according to dealer group Titanium distribution manager Mark Finch....

Ripoll inquiry urged to stop the commissions rivers of gold and impose a fiduciary duty on planners....

Professional Investment Services is attempting to reposition the group in anticipation of a possible removal of commission-based income....

It is not possible to prescribe the number of clients in a practice, according to Guardian Financial's Steve Browning....

Planners are increasingly spurning buyer of last resort (BOLR) offers from their own dealer groups for higher-multiple offers in the marketplace, while only 25 per cent o...

The recent round table discussion held by Money Management examined concerns over adviser education levels and their capacity to meet the individual needs of clients....

The filtering of product information by dealer groups and perceived conflicts of interest were contentious topics at the recent Money Management round table....

Ratings and research houses are uncomfortable with the manner in which some financial planning dealer groups filter their information before it actually reaches financial...

Former UBS executive Piers Bolger will now be responsible for the research covering Securitor, St George and Westpac dealer groups....

Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...

Many eyes will be on the new management team of van Eyk Research in the coming months following the resignation of one of the group's founders, and leading investment thi...

FIIG Securities has launched a financial planner services unit focused on providing access to fixed-income investments....