Ventura Investment Management Limited, the joint venture between Professional Investment Services and Frank Russell, have appointed Tom Lawton as the group’s general mana...

SEPARATELY managed account (SMA) provider Direct Portfolio will move beyond its direct investor approach and seek financial planners who are willing to use the product wi...

THE COMBINED National Australia Bank (NAB)/MLC group is preparing to sign off on a major restructure of its financial planning distribution network involving the repositi...

AUSTRALIAN Securities and Investments Commission (ASIC) director Pauline Vamos has warned a high number of advisers are beginning to complain that dealer groups are misus...

The Sealcorp owned Asgard investment platform has signed its first ever deal to build a badged version of its new wrap account, the eWrap, for a financial planning dealer...

The ‘who owns the client’ debate refuses to lie down and the Privacy Act appears to be fuelling the fire. JULIE BENNETT reports....

Midstreet Technology, which bought the Wealthpoint platform from Sealcorp this week, will be revamping and relaunching the web-based technology platform....

PLATFORM provider Coreinvest has taken competition in the investment platform market to new heights, offering cash payments to financial planners....

IF THERE was one phrase to illustrate what this year’s Top 100 has revealed, it would have to be “steady as it goes”....

The names may be different thanks to buyouts and mergers, but, as SIMON SEGAL reports, not that much has changed in this year’s Top 100....

Dealer group conferences are still as popular as ever but as BEN ABBOTT reports, advisers are not being asked to bring their passport, as local destinations gain in popul...

The number of advisers with a life background remains reasonably steady – despite all the noise about PS 146. JULIE BENNETT reports....

Having the biggest planner force is no sign of success. As JOHN WILKINSON writes, some of the lesser lights are advising on even greater sums for wealthier clients than t...

A direct share trading facility has been introduced within the Strategy Portfolio Service, enabling financial advisers using the wrap account to include direct equity inv...