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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
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
Senate bill challenges general advice definition
2 September 2014, 12:35pm
Greens Senator Peter Whish-Wilson has decided to get ahead of the Financial System Inquiry (FSI) and is set to table a bill to change the definition of 'general advice.' Read more
Body needed to monitor adviser competency: FSC
2 September 2014, 12:25pm
The financial advice sector is in need of change and a new Advice Competency Standards Board should lead the transformation, according to the Financial Services Council (FSC). Read more
Vertical integration good for consumers, competition: instos
1 September 2014, 1:00pm
Australia's largest financial services institutions have argued that vertical integration is positive for consumers because it helps market competition. Read more
Matrix merger to place ClearView among top 10 licensees
1 September 2014, 12:20pm
ClearView's bid to acquire all of the shares in Matrix's financial planning business would place the combined group among Australia's ten largest advice groups by number of advisers. Read more
AFA Adviser of Year and Practice of Year semi-finalists announced
29 August 2014, 10:25am
The Association of Financial Advisers (AFA) and Zurich Financial Services Australia (Zurich) have announced the semi-finalists in the 2014 AFA Adviser of the Year and Practice of the Year Awards. Read more
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