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Financial planning
Portfolio management service provider Symetry will stop using AXA’s Assure master trust for its back office administration and bring the work inhouse using a technology s...
Financial planning
Not many fund managers can claim to have escaped the industry shake-out over the past two years. But Macquarie Funds Management is one of them. Simon Segal reports....
Financial planning
The Financial Planning Association (FPA) has foreshadowed a greater focus on the needs of small dealer group after it announced a series of initiatives today aimed at sup...
Financial planning
In the latest move to beef up their investment management team, MLC has appointed Charles Brooks as investment analyst....
Financial planning
Lumley Life has taken line honours in the inaugural Money Management/Dexx&r Adviser Choice Risk Awards....
Financial planning
American International Assurance (AIA) Disability Income has taken first place honours in the Best Disability Product category in the inaugural Money Management/Dexx&r Ad...
People & Products
The van Eyk Research group has filled the gap left by the departure of its former head of asset consulting, Rob Prugue, appointing John Peterson to the role. Peterson, fo...
Financial planning
Australian Planners Financial Services (APFS) will turn over $55 million this financial year through its nationwide network of 200 advisers in 90 member firms....
Financial planning
Nobody really thinks the Financial Services Reform Act (FSRA) is working, says TOM COLLINS, and for that reason it should be scrubbed....
Financial planning
Forget PS 146, it could be PS 164 that will be the big compliance hurdle for financial planning businesses in 2003....
Financial planning
Portfolio administration service provider Symetry has restructured its operations to prepare for further business growth, which includes plans for greater platform and eq...
Financial planning
Hunter Hall Investment Management has been given a damning report card by Morningstar in the research house’s sector strength rating of the boutique manager....
Financial planning
Many advisers have yet to tackle the new AFSL licence regulations. But by putting it off, they are losing precious time in a process that requires a steady and methodical...
Financial planning
The Financial Planning Association will make a concerted effort to deal with the thorny issue of disclosure with 17 separate projects set for action this year....
Financial planning
The former founder and chief investment officer of United Funds Management, Susan Gosling, has joined MLC as a senior member of its investment management team....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....