Lonsec has downgraded two of Rothschild Australia Asset Management’s funds from recommended to approved status, sighting the Westpac’s purchase of the fund manager introd...

IOOF is poised to sign a deal to provide all of Bendigo Bank’s fund management operations, including product development....

IOOF Funds Management has signed a strategic alliance with an Australian dealer group and rolled out its own back office support network, showing further signs the group ...

Putting together tax strategies for clients is one area of the financial planning service which may require a helping hand. Technology can be one solution, and a platform...

IWL has increased had an increase in the number of VisiPlan and LLink software licenses by almost 100 per cent over the past year, the company announced in a statement on...

Deutsche Asset Management (DAM) has been contracted by Zurich to implement the investment mandates formerly carried out by Scudder, effectively making Zurich a client of ...

There is a growing trend for dealer groups to be branded distinctively separate from their owners. FIONA MOORE reports on the benefits of the strategy and its history....

Zurich Financial Services has launched a new wrap account that gives the advisers and dealer groups that use it access to a rewards-based equity program....

Zurich Financial Services Australia has rolled out a set of risk management tools designed to help financial intermediaries meet new obligations under the Financial Servi...

Zurich Financial Services Australia former chief operating officer John Butler has become chief executive officer (CEO) effective immediately, following the decision by f...

Zurich Financial Services (ZFS) new range of multi-manager products has received an less than sterling debut rating from Assirt, and despite some strengths has been award...

Tower has created Tower CU Alliance (TOCUA), a new business to channel its wealth creation products into the more than three million strong member base of Australian cred...

Bridgeport executive director Robert MC Brown is frustrated when Bridgeport is described as a dealer group as he says that view ignores the essence of the group and where...

Not since Desert Storm a decade ago has the insurance industry had to seriously consider warlike activities, let alone a disaster of the nature that occurred in the alleg...