CHIEF EXECUTIVE OFFICER

People & Products

BNY Mellon has set its sights on the intermediary markets, hiring former ING Investment Management executive Navin Suri as its Asia-Pacific (APAC) head of intermediary di...

image
Superannuation

Ever since the Trio Capital scandal, the message has been clear: SMSFs are on their own and defenceless against fraud. But as Andrea Slattery explains, SMSFs indeed have ...

image
Superannuation

The Association of Superannuation Funds of Australia (ASFA) has welcomed new legislation which it said would ultimately protect member balances during super fund mergers....

image
Superannuation

The prospect of further Government changes to superannuation and the removal of tax breaks currently in place for self-managed super funds (SMSFs) is unthinkable, accordi...

image
Financial planning

FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....

image
Financial planning

Melbourne-based financial planning business FMD Financial has acquired two advisory firms - Investwell Financial Planning and Financial Lifestyle Managers....

image
Rate the raters

While the impact of recent redundancies and a shift in focus towards alternatives will not be felt until next year’s survey, one area van Eyk improved on in 2011 was the ...

Financial planning

ASIC will soon hold discussions with the financial planning industry about the potential for setting up a self-regulatory organisation which would develop and administer ...

image
Financial planning

AMP has announced plans to acquire Cavendish Group and set up a new self-managed super fund (SMSF) business unit....

image
Accounting

The new limited licensing regime for accountants has received widespread support from the financial services industry....

image
Superannuation

SPAA chief executive Andrea Slattery believes the new licensing regime set to replace the accountants' exemption would create a bigger role for the association....

image
Editorial

Forrester Cohen chief executive officer John Moore provides financial advisers with some recommendations on how to help clients choose the right direct property opportuni...

image
Editorial

The difficulty in getting new property development projects off the ground over the last five years has not just had implications for investors, but also for the supply o...

image
Financial planning

van Eyk Research has made three redundancies, with another analyst departing voluntarily as the company announces a new strategy....

image
Financial planning

ASIC has confirmed it has increased its efforts to better understand the inner workings of the financial planning industry by recruiting from within the sector....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

6 days 5 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 week 3 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

3 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

1 week 2 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 week 1 day ago