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Financial planning
The Australian Stock Exchange (ASX) has moved to shore up what it perceives as a gap in knowledge standards available for financial planners who provide advice on listed ...
Financial planning
The financial services industry has an ‘on the take’ attitude that needs to change, says Rob Keavney....
Financial planning
Credit Suisse Asset Management (CSAM) is to make a decisive push into the Asian market by opening an office in Hong Kong and revealing a new distribution strategy for the...
People & Products
AMP has reaffirmed its strategy to expand its presence in the non-aligned adviser market with the appointment of former Perpetual Investments executive, Andrew Keay, into...
Financial planning
Advance Funds Management’s recent run of distribution appointments has assisted the group in boosting its funds under management to over $3.5 billion and raising adviser ...
Financial planning
Tower Limited has completed a major reshuffle of its board following the appointment of two new directors - John Spencer and Maurice Loomes....
People & Products
Professional Investment Services (PIS), Australia's second largest financial planning network, is close to expanding its international presence with the launch of new ope...
People & Products
Perennial Investment Partners has moved to cut the apron strings from founding shareholder, IOOF, with the latter’s executives stepping down as board directors clearing t...
Financial planning
Colonial First State general manager distribution Richard Nunn has moved swiftly to “remove any overlapping of responsibility and accountability” within the group’s distr...
Financial planning
OFM Investment Group is conducting due diligence on a new administration outsource provider after mutually agreeing to part with incumbent provider, State Trustees, follo...
Financial planning
MLC Corporate Solutions has significantly bolstered its adviser support capabilities following the recent appointment of eight additional staff to its Workplace Solutions...
Financial planning
Promina-owned fund manager Tyndall Investment Management has created its own marketing division which will now be directly responsible for marketing services and sales....
Financial planning
Tim Browne from MLC scooped the inaugural Money Management/Resnik Communications Business Development Manager of the Year award....
Financial planning
The inaugural Business Development Manager (BDM) of the Year Award was hugely popular, with hundreds of readers nominating 98 BDMs for the award. Culling the list to a ma...
Editorial
Average returns are only for average people and as Jacinda Green argues, there are better ways for planners to examine the risk/return relationship in a client’s portfoli...
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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...