Managed accounts uptake sees broader appeal

24-Jul-2017|By Daniel Paperny

Managed accounts are no longer the domain of high net worth individuals as more than 40 per cent of advisers believe they are appropriate for lower balance clients, with the independent financial adviser market being most bullish about their pote.. Read More




Managers, advisers recognise ETF benefits

13-Jul-2017

The acceleration in the uptake of exchange-traded funds (ETF) in Australia was the culmination of a growing recognition by fund managers and advisers worldwide of the benefits they provided investors, particularly wh.. Read More

Countplus launches Harvard scholarship

13-Jul-2017

Countplus has announced the creation of a new educational scholarship to honour the group’s founder, Barry Lambert, saying it hoped it would help to build a culture within its advice firms that fostered organis.. Read More

EFP adds new adviser

13-Jul-2017

Elders Financial Planning (EFP) has appointed a former ANZ financial planner as a new adviser within one of its aligned practices in South Australia. Melissa Kramer, who has joined Mount Gambier practice Money .. Read More

Platform restrictions boost multi-boutiques

13-Jul-2017

Rigid restrictions on how investment products were rated and placed on adviser platforms were making it virtually impossible for boutique investment managers to access retail investor money and giving rise to the mu.. Read More

ASIC cancels Grey Oak Services licence

13-Jul-2017

ASIC has cancelled the Australian financial services licence of Sydney-based company Grey Oak Services for failing to lodge financial statements and auditor's reports for the 2013, 2014, 2015 and 2016 financial years.. Read More

Staying idle not an option for development

12-Jul-2017

Advice businesses needed to be proactive and could not rest on their laurels if they wanted to thrive in a post-Future of Financial Advice-life insurance framework world, according to Australian Wealth Solutions (AWS.. Read More

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