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25 May 2012 • By Reporter • 1 min read

New advice value proposition criteria needed

Value propositions must demonstrate advisers as holistic wealth managers and behavioural coaches.Advisers need to consider a new value proposition ...

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Milliman joins retirement smorgasbord

Using liquid financial instruments, Milliman has devised a strategy to smooth returns' volatility and cushion losses to address retirees' main ...

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Internal REs fail to protect investors

Responsible entities need to be external, and domiciled in Australia.The Trio Capital fracas may never have happened if an external Responsible Entity ...

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Unison partnership firms doubled

Unison Financial Group has doubled the number of its partnership firms and plans for further expansion throughout the remainder of 2012

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Aubrey sees GVI funds half

Aubrey Capital Management has made significant changes to the GVI funds since assuming ownership last year.Aubrey Capital Management (Aubrey) has seen ...

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Bennelong appoints senior portfolio manager

Sam Shepherd moves from Credit Suisse to join Bennelong Long Short Equity Management (BLSEM) as senior portfolio manager.Bennelong Long Short Equity ...

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Ex-Praemium head launches property business

A new business to allow more efficient and flexible residential property investments has been launched.Former Praemium chief executive Arthur ...

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Treasury releases further FOFA drafts

Treasury has released further exposure drafts for consultation regarding the government's FOFA reforms.Treasury has released two new exposure drafts ...

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Court approves $19.5 million Oasis settlement

The lengthy legal battle between Oasis Fund Management and Royal Bank of Scotland has reached a $19.5 million settlement.A court has approved the ...

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Govt closes super regulatory gap

Bill Shorten is committed to reforming the governance and supervision of Australia's superannuation system following the passage of a super bill ...

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