Rebecca Evans

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News by this author

Financial planning

14 Sep

The St George Bank owned Asgard group has revamped its eWrap platform in a bid to boost its appeal to financial planners at a time when advisers are increasingly likely t...

Financial planning

14 Sep

Twin Towers may list on ASX

Tower’s wealth management business could separately list on the Australian Stock Exchange (ASX) as early as December, pending the outcome of a review of the proposed spli...

Financial planning

10 Sep

CPD “minimum standards” not enough

The financial services industry has been challenged to regain consumer and regulator trust by lifting the standard of its ongoing education and professional development c...

Financial planning

10 Sep

ASX flags super infrastructure issues

The Australian Stock Exchange (ASX) has indicated it will release a key paper on infrastructure investment next month after superannuation funds were called on to bolster...

Financial planning

07 Sep

Aegis wins Securitor tender

Aegis Equities Research has won a mandate to supply Sealcorp owned financial planning group Securitor with equities and property investment research....

Financial planning

27 Aug

FPA puts CFP delivery up for tender

The Financial Planning Association (FPA) has invited tenders for the delivery of its Certified Financial Planner (CFP) program as it enters the next phase of its educatio...

Financial planning

26 Aug

Colonial wins gold but MLC up on platform

Colonial First State has prevailed as the dominant force in the retail managed funds industry, despite registering a drop in inflows of $616 million for the year to date ...

Financial planning

25 Aug

NAB completes executive make-over

National Australia Bank has finalised its new executive line-up, just two weeks after appointing ex-Citigroup boss Ahmed Fahour as chief executive officer, by signing-up ...

People & Products

24 Aug

Investec appoints new CEO

Private investment firm Investec Bank has snared Ernst & Young boss Brian Schwartz as its new chief executive officer, replacing Geoff Levy who becomes the chair-elect of...

Financial planning

23 Aug

ASIC swoops on super scammers

The Australian Securities and Investments Commission has shut down another illegal early super release scheme with the scheme’s operators surrendering their passports pen...