CHIEF EXECUTIVE OFFICER

Financial planning

Time is running out in the Federal government’s push to get choice of fund through Parliament in this sitting, though it remains confident of a deal with the Australian D...

Financial planning

George Haramis has become the latest senior executive to depart from Sealcorp....

Financial planning

A dramatic 217 per cent increase in new business for Colonial's mas-ter fund has helped its Australian retail operations turn in a net profit of $152 million for the 1999...

Financial planning

The void at the top of HSBC Asset Management has finally been filled. John Wilkinson spoke with the two new executives about their plans to make the Australian operations...

Financial planning

Any plans of a merger between the Life Insurance Complaints Service (LICS) and the Financial Services Complaints Resolution Scheme (FSCRS) have been scuttled, at least in...

Financial planning

The series of changes circulating through the finance industry has become daunting. The implications of GST and the upcoming Ralph Report loom large for all concerned but...

Financial planning

Six former RetireInvest staffers have joined Money Matters Financial Solutions....

Financial planning

MLC has unveiled a new investment system for advisers which, it says, will take the master trust concept into a new era....

Financial planning

The advent of on-line share trading appears to have been a harsh wake up call for stockbrokers. Zilla Efrat examines whether the Internet poses a threat to, or an opportu...

Financial planning

May is quickly emerging as the month of the revolving door, as a num-ber of senior executives in the funds management industry take leave of their high profile positions....

Financial planning

The ongoing debate over who owns the client should be put to sleep as Sue Laing rightfully points out (Money Management April 29)....

Financial planning

The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) are in discussions with a view to merging their external complaints ...

Financial planning

Most Australians you speak to today are focussed on one, or both, of two upcoming events: New Year’s Eve and the Olympics. But for those of us who work in the financial s...

Financial planning

The Financial Planning Association (FPA) has thrown its weight behind the CLERP 6 reforms, but still has concerns over some of the detail....

Financial planning

The Financial Planning Association (FPA) has reacted strongly to news that two accounting bodies intend to set up independent financial planning designations....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 days 23 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago