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01 June 2010 • By Julie May • 1 min read

Advisers lack referral sources

Many advisers do not expect referrals over the next 12 months as they have no referral sources.A large number of advisers do not expect referrals from ...

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Endowment funds survive GFC

University funds weathered the GFC but some could benefit from greater diversification, according to a Mercer survey.The endowment funds of ...

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Select secures Snowball as major client

Snowball's clients are expected to move around $200 million to a portfolio made for the firm by Select Asset Management.Fund manager Select Asset ...

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FPA continues Astarra monitoring

Advice association continues enquiries into dealer groups linked with Astarra Asset Management.The FPA is continuing with its enquiries into the ...

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Opes Prime director faces further charges

A former Opes Prime director is charged with more than 20 offences, following an ASIC investigation into the company's collapse. A former ...

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Macquarie Life launches new cover

Macquarie Life has launched a new risk offering that gives advisers and clients access to multiple types of cover in the one product."What we've built ...

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Centric boosts technical research team

Centric has appointed two to its technical research team as technical research manager Anne-Marie Esler takes leave.Wealth advisory firm Centric ...

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Peace in our time perhaps

How many times have we heard about it? Industry funds versus retail funds and the various arguments about differing methods of remuneration employed ...

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CBA lags on planner action

More clients have lost money from a former CBA planner as the bank delays legal proceedings.  Commonwealth Financial Planning has requested ...

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SMSF borrowing rules clarified

Amendments have been proposed to clarify the use of SMSF borrowing under the SIS Act.The government has drafted proposed changes to the Superannuation ...

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