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Platinum Asset Management
Reflecting on more than three decades in the industry, Platinum Asset Management managing director Kerr Neilson says one of the changes in the industry has the been the erosion of the information advantage ... Watch video
MAX 2014 Highlights
The annual MAX forum places all the movers and shakers in financial services when it comes to sales, marketing and distribution. Find out the recipe of those who are taking the lead. Watch the video n ... Watch video
Tyndall Australian Bond Fund
Tyndall AM's head of fixed income strategy, Roger Bridges, explains that aside from exploiting alpha opportunities within credit markets, a core bond holding should also help dampen some of the risks inherent ... Watch video
This budget means everything to the wealth management industry
Rainmaker head of research Alex Dunnin tells us what this year's budget means for advisers and the financial services industry. Watch video
SMSF advisers gear for referrals from accountants
28 July 2014, 11:50am
More than half (55%) of SMSF financial planners expect referrals from external accountants to be a future source of clients, CoreData's 2014 SMSF Professional Report reveals. Read more
Australian Unity in talks to buy Premium Wealth Management
25 July 2014, 1:05pm
Australian Unity Personal Financial Services (Australian Unity) retains its focus on acquisitions, entering discussions with Premium Wealth Management to acquire all of the dealer group's shares. Read more
Advisers eye opportunity in identity theft protection
25 July 2014, 1:00pm
Financial advisers could play a key role in protecting clients against the rise of identity theft and data fraud, Zurich Australia said. Read more
Macquarie tight-lipped on EU details
25 July 2014, 12:55pm
Macquarie Group said that the Macquarie Private Wealth enforceable undertaking (EU) with the Australian Securities and Investments Commission (ASIC) is "on track," but refused to give more details about ... Read more
ASIC obtains court orders against former Ballast adviser
24 July 2014, 12:30pm
The Federal Court in Perth has issued orders to restrain a former Ballast Financial Management authorised representative from providing financial advice and dealing in financial products. Read more
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