Let’s be perfectly honest here. This month is want to talk simply about largesse, palm greasing, freebies and other things that are likely to get a business development m...

Few providers of back office services to financial planners would disagree that they occupy the less glamorous side of the investment advice industry, toiling away in the...

IOOF Investment Management has been upgraded from a three to a four star rating following a review of its cash, fixed interest and international equity funds by Morningst...

Associated planners appears set to embark on a committed program of acquisitions following its purchase of a 50 per cent stake in the Queensland based <hl href="http://ww...

Life advisers are still a major force in planning and despite the impact of industry change their numbers have not declined. Simon Segal examines who held fast in the pas...

AM Corporation has won the tender to manage the Optus employee superannuation fund beating out seven other contenders to manage the 9000 member fund....

Norwich Union’s Navigator master trust has taken out the top honour in the premier service level awards for retail financial services....

Deutsche Bank has agreed to pay $US2.5 billion for the struggling funds management arm of Zurich Financial Services, Zurich Scudder Investments, in a global deal also exp...

Online financial services group InvestorWeb (IWL) has struck a deal with Zurich Australia to purchase the latter’s subsidiary group, Accompli Technologies....

Norwich Union's Navigator master trust has taken out the top honour and bagged five out of eight of the premier service level awards for retail financial services....

Former Deutsche Asset Management investment director Gary Burke has moved across to Zurich Scudder Investments (ZSI) to take on the newly created role of Australian head ...

In preparation for the roll out of retail and wholesale fund of funds hedge funds later this year, Colonial First State has appointed as its hedge funds consultants, Harc...

Associated Planners are on the hunt for small to medium size acquisitions, following Zurich's purchase of a 30 per cent stake in the group....

Despite the appearance of uniformity not every dealer group is the same when it comes to major issues of structure and business practice. Jason Spits looks at a Queenslan...