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AXA
Financial planning
The Federal Privacy Commissioner has released a draft ruling allowing departing dealer group advisers to take clients with them - an issue that appeared to contravene the...
Financial planning
Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer John Nairn in the newly created role of chief operating officer....
Financial planning
AXA has made a bid to release itself from a catch-22 situation in which it has contractually agreed to allow advisers to hold client information if they leave the groups ...
Financial planning
AXA has been rated by InvestorWeb as the top six star manager for international equities, due to the success of its global value offering managed by US-based value manage...
Financial planning
The Financial Planning Association (FPA) will find it impossible to solve its professional indemnity (PI) insurance woes, according to a leading insurance broking house a...
People & Products
AXA has poached the head of independent adviser sales at St George, Paul Robertson, to head up the AXA Financial Planning business....
Funds management
UBS Global Asset Management has been named the InvestorWeb Research Six Star Fund Manager, 2003. InvestorWeb gave the group line honours for demonstrating broad strengths...
Financial planning
Tim Browne from MLC scooped the inaugural Money Management/Resnik Communications Business Development Manager of the Year award....
Financial planning
AXA Australia is fully committed to rolling out the Ipac financial planning model in Asia despite the growing impact of Severe Acute Respiratory Syndrome (SARS) in the re...
Financial planning
AXA has brought the asset consulting of its superannuation products in-house, awarding the work to Ipac which had previously been handled by van Eyk Research....
Financial planning
AXA is looking to offer a more sophisticated service to outsourced corporate super clients, which to date have been bundled with its retail clients in the AXA Super Direc...
Financial planning
AXA chief executive officer Les Owen says that despite all the recent bad news the outlook for the Australian wealth management market looks good....
Financial planning
The Assure master trust is set to close after AXA announced it will consolidate all of its platforms into Summit as part of its single-platform strategy....
Financial planning
The issue of ownership is back on the agenda after recent industry surveys but, as Jason Spits reports, the more things change, the more they stay the same....
Financial planning
The push by Australian groups into the budding Asian financial planning market is set to continue, with news that Ipac Securities is preparing to launch financial plannin...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...