CHIEF EXECUTIVE OFFICER

Financial planning

Intra-fund advice should be included in the opt-in debate due to a lack of transparency regarding the way industry super funds finance it, according to Association of Fin...

image
Financial planning

National Australia Bank has announced that its deputy chief executive, Michael Ullmer, and the UK chief executive, Lynne Peacock, will be stepping down later this year....

Editorial

Since their inception, the eight Platinum international funds have exceeded their respective indexes by a staggering 10 per cent per annum. Robert Keavney explores the cu...

image
Financial planning

National Australia Bank’s (NAB’s) direct asset management business, nabInvest, has acquired 35 per cent stake in AREA Property Partners – a real estate fund manager based...

Financial planning

After spending less then a year at Colonial First State (CFS), Marianne Perkovic has succeeded Paul Barrett as the new general manager of the CFS advice business....

Superannuation

Platform provider Praemium has launched its self-managed super fund (SMSF) offering, Smart Wrap SMSF, which the company said would engage, rather than create competition,...

People & Products

The Association of Superannuation Funds of Australia (ASFA) has appointed a new director of government relations and strategy, with Gordon Noble poised to take on the rol...

Financial planning

Minority shareholders of AXA Asia Pacific have given the green light to the proposed merger with AMP yesterday, with the acquisition remaining subject to one more approva...

Financial planning

Different opinions have emerged about whether advice around equity release products such as reverse mortgages should come from financial advisers or mortgage brokers....

image
Financial planning

Despite evidence showing increasing consumer demand for Internet and phone-based simple financial advice outside of super, the industry seems to be moving at a snail’s pa...

image
Superannuation

Super fund members are reluctant to take up financial advice due to lack of knowledge in what the offering entails and the cost involved, according to research by Profess...

Financial planning

The former co-founder and managing director of OnePath-owned Oasis Asset Management, Wayne Lowe, has taken on a new role as chief executive officer of PSI Group....

image
Financial planning

A new generation investment platform owned by Investorfirst, HUB24, has added 13 new non-unitised portfolios to its menu....

Superannuation

The SMSF Professionals’ Association of Australia (SPAA) has confirmed its national conference in Brisbane will go ahead as planned in five weeks time, despite conce...

image
Financial planning

ANZ-owned asset manager OnePath has introduced FundSource as its new fund reporting system, which has cut the collection of performance data for 300 funds from six weeks ...

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...

5 days 18 hours ago

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

1 week 2 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 2 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 1 day ago

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

1 week 1 day ago