CHIEF EXECUTIVE

Financial planning

While there has been some speculation that Perpetual would be the next logical takeover target in a rapidly consolidating Australian wealth management industry, few expec...

image
Financial planning

Craig Dunn’s AMP was the victor in its heated battle to acquire AXA Asia Pacific, leaving National Australia Bank to lick its wounds....

image
Financial planning

The replacement of outgoing Financial Planning Association CEO Jo-Anne Bloch by Godfrey Pembroke chief Mark Rantall attracted criticism from some quarters of the industry...

image
Financial planning

Empowerment of credit unions and building societies may prove advantageous to planners....

image
People & Products

Industry Funds Management chief executive Brett Himbury has boosted the company’s business development team with the appointment of Umberto Mecchi as executive dire...

Funds management

The funds management industry is preparing itself for the next market cycle, with the current mergers and acquisition activity a sign that some are tweaking their busines...

Policy & Regulation

The lift in financial advice standards proposed by the Future of Financial Advice (FOFA) reforms is a step in the right direction, but it is not enough, according to Glob...

Financial planning

Count Financial and Kingston Capital have signed up with E*Trade for wholesale broking....

image
Financial planning

Financial services professionals have endorsed the Financial Services Institute of Australia’s (Finsia's) new work-based Financial Services Professional (FSP) crede...

image
Financial planning

The Australian Bankers’ Association (ABA) has called on the Government to address the barriers to financial advice as part of its submission to the committee inquir...

image
Financial planning

AMP chief Craig Dunn has underscored the importance of financial planners in his company’s $14 billion acquisition of the Australian and New Zealand operations of l...

image
Financial planning

HFA links with Apollo Global Management in US$75 million alliance....

image
Editorial

The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...

image
Funds management

Islamic funds manager Crescent Funds Management has been granted an AFSL, and plans to launch a Shariah-compliant Australian equities fund in the first quarter of 2011....

Financial planning

Questions have been asked about why the Australian Law Reform Commission didn’t have carriage of the Future of Financial Advice reforms....

image
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 3 weeks ago

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

4 months 3 weeks ago

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

1 week 1 day 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 6 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 4 days ago