chief executive

Financial planning

Paritech signs InCapital to TotalView platform

Paritech has announced that it has signed Independent Capital Advisers to its TotalView wealth management platform....

Financial planning

Consumers saving more, but doing less with it

Australian households are saving at their highest level since 1987, but consumers are not putting their money to work. Instead, they are choosing to leave it in low inter...

Financial planning

Praemium introduces mobile facility

Platform provider Praemium has launched a mobile delivery capability for its V-Wrap online portfolio administration platform....

Financial planning

Hutchison departs ClearView

ClearView Wealth has announced its chief executive of wealth management and advice, Alex Hutchison, will shortly depart the group....

Financial planning

Planners should focus on bigger picture: IPA

The Institute of Public Accountants has spoken out in favour of the Government's Future of Financial Advice (FOFA) reforms, arguing that the financial planning industry s...

Financial planning

Global equities: look before you leap

Janine Mace outlines the key factors investors must take into consideration before jumping back on the global equities train....

Financial planning

Opt-in to reduce costs for consumers, claims ISN

A two-year opt-in proposal will reduce the cost of financial advice, with asset-based fees resulting in consumers paying up to 17 times more, according to the Industry Su...

Financial planning

Ascalon pushes into Asia

Westpac subsidiary Ascalon Capital Managers has engaged a Hong Kong-based funds management specialist to support the firm's push into Asia, Westpac has announced....

Financial planning

Russell ups industry fund offering

Russell Investments has expanded its industry and government fund offering, with the appointment of a new sector head and the launch of a new consulting service....

Superannuation

Declining home ownership pressures retirees

Declining home ownership rates highlight the importance of Australians taking action to boost their retirement savings sooner, according to REST Industry Super....

Financial planning

Five Oceans offering the best of both worlds

They may have a world of stocks to choose from, but being concentrated and risk-aware has helped the Five Oceans Asset Management team over the line with the 'World Fund'...

Financial planning

Oakeshott's opt-in comments welcomed

Recent comments by independent MP Rob Oakeshott that he does not support Labor's proposed two-year opt-in arrangements have been welcomed by both the Financial Planning A...

Policy & Regulation

FOFA's unintended consequences

Money Management roundtable participants warn of unintended consequences of FOFA changes....

Policy & Regulation

Further FOFA consultation needed

The Federal Government needs to go further in removing uncertainty and clarifying key settings around its Future of Financial Advice (FOFA) proposals, according to senior...

Financial planning

Planners uninterested in reverse mortgages

The reverse mortgage market is returning to 2008 levels, but financial planners are missing in action, according to Senior Australians Equity Release Association (SEQUAL)...