In less than a fortnight, the first conference to combine wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers sp...

A significant number of funds management groups missed the June 30 deadline for lodgement of trustee retirement notices under the Manag-ing Investments Act (MIA), accordi...

This is an open letter to all funds managers from a typical adviser who runs a small business. I mean to raise issues that urgently need to be addressed by all sides of o...

New codes which identify parties to electronic commerce transactions are being developed for financial planners....

Should fund managers and advisers see do-it-yourself investors as a threat or an opportunity?...

Readers will remember our last episode where Nick Bruining had decided to take the leap of faith required to obtain a dealer's licence. We left our intrepid hero dangling...

Fund managers' efforts to become single responsible entities are being paralysed by government inaction....

This edition of Money Management is dominated by the evolving business of portfolio administration services. ...

At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...

A new non-profit professional association set to launch this week reflects convergence between the life insurance and fund management sectors....

Vanguard has become the fourth major fund manager to outsource its registry operations to BT Portfolio Services. ...

Commonwealth Financial Services has topped the ASSIRT quarterly inflow tables for the third time in succession, thanks largely to huge inflows into its cash management tr...

Fund managers are becoming increasingly cautious as the risk of a major correction looms on the investment horizon. ...

Back in December I attended a conference on private banking. There I heard a speaker say the following:...