AXA

Financial planning

The AXA group has warned of massive upheaval in the financial planning sector as almost half of all planning practice owners look to exit the industry within the next fiv...

People & Products

AXA has moved quickly to appoint Paul Williams as its new national manager of Charter Financial Planning and Jigsaw Support Services....

Funds management

A strong wealth management performance in Australia and New Zealand helped lift AXA’s net profit for the half-year to June 30 by 36 per cent to $246 million....

Funds management

A chart-topping run in international markets and a stellar result in Australia has propelled Alliance Bernstein to a stunning victory in the 2005 Money Management Fund Ma...

Funds management

The use of hedge funds by financial planners is growing, but slowly. In many cases, it is only planners who have reached a certain level of competence that are allowed to...

People & Products

AXA Australia has appointed the former boss of one of its advice businesses, ipac Securities chief executive Peeyush Gupta, to the new role of general manager advice....

Financial planning

AMP Financial Planning has beefed up its adviser support network by adding an extra 70 in-house staffers....

Life/Risk

Australians are underinsured to the staggering tune of almost $500,000, a new report has found....

Financial planning

Nothing much has changed on Money Management’s list of Top 50 Distributors during the space of the last 12 months....

Life/Risk

Over the past six months, life companies have expanded their existing product range to include stand-alone total and permanent disability (TPD) benefits and superannuatio...

Financial planning

Guardian Financial Planning has hired Tim McCallum as its Western Australian advice network manager in place of John Maskew, who left the role to join Tandem Financial Ad...

Financial planning

Charter Financial Planning’s growth in advisers is partly due to the success of keeping its existing advisers, says former national manager Bruce Birchall. “Our retention...

Financial planning

Dealer groups continue to poach advisers from each other, although a number of advisers are moving of their own accord as they seek more independence....

Financial planning

Macquarie Investment Management is poised to take the mantle of Australia’s largest investment manager from the Commonwealth Bank’s Colonial First State, according to the...

Financial planning

AXA Australia will pay an extra $10 million to members of its staff superannuation fund, after complaints from employees lead to an investigation by both the Australian S...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks ago