POWERED BY MOMENTUM MEDIA
CHIEF EXECUTIVE OFFICER
Superannuation
Planners should not be put off from entering the self-managed funds advice market by complex legislation, says PSI Group chief executive officer Paul Kolatchew....
Financial planning
The Commonwealth Bank has looked to its New Zealand subsidiary, ASB Bank, for its new head of International Financial Services (IFS)....
Financial planning
Planners should not be put off from entering the self-managed funds advice market by complex legislation, says PSI Group chief executive officer Paul Kolatchew....
Financial planning
Lester Doecke has taken up the top life insurance job at Zurich Financial Services under a shake-up of the group....
Financial planning
Australian discretionary master trust FlexiPlan has recorded $3 billion for its funds under management, representing an 80 per cent increase in funds under admini-stratio...
Financial planning
In January this year, Plum Financial Services blew out the candles on its second birthday cake. The group, a joint venture between MLC and Vanguard, formed with the spec...
Accounting
Saxby Bridge Financial Planning has beaten out a number of planning groups including Count Wealth Accountants to supply financial planning information to members of the N...
Accounting
Saxby Bridge Financial Planning has beaten out a number of planning groups including Count Wealth Accountants to supply financial planning information to members of the N...
Financial planning
Norwich Union has pulled out of Paladin Australia, selling its 50 per cent stake in the property investment business to Deutsche Assset Management...
Financial planning
Lend Lease Financial Services has announced new names for its financial planning businesses....
People & Products
Bridges Financial Services is up for sale. Chief executive officer Colin Scully who stepped down from his role with Bridges on June 30 says that he made the sell recomm...
Financial planning
Lend Lease Financial Services has announced new names for its financial planning businesses....
Financial planning
Hartley Poynton’s recently formed JDV offshoot has taken a minority stake in tax software group NetWorth to bolster its online financial services offerings....
Financial planning
Ipac has developed a business model to help its planners and strategic partners service the wealth accumulator market....
Financial planning
Commonwealth Bank will officially takeover Colonial on June 13 and a shake-up of senior Colonial management is expected the following day....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...