CHIEF EXECUTIVE

Financial planning

The Financial Planning Standards Board has released a guidance document in support of supervised work experience for financial planning entrants....

Financial planning

Former Aviva Australia chief executive Allan Griffiths has resurfaced with the company in Singapore....

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Financial planning

DKN Financial Group believes the proposed ban on commissions and volume-based rebates will not affect the fees it receives under its existing distribution contracts with ...

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People & Products

Count Financial subsidiary Countplus has paved the way for listing by making changes to its executive team and issuing its prospectus with the corporate regulator ahead o...

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Funds management

Australian Unity Investments has announced the opening of the Seres Asian Equity Opportunities Fund for Australian retail and institutional investors....

Editorial

Financial planners may be upset with the major institutions for failing to counteract the negative campaign by the industry super funds, but now the focus must be on the ...

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Financial planning

Bell Direct has implemented a client trading facility on its Desktop Broker adviser-based equity trading platform....

Financial planning

Van Eyk Research has made staff cuts across its research, product, sales and IT teams in addition to losing head of distribution Michael Angwin....

People & Products

Vanguard Investments Australia’s chairman and managing founder, Jeremy Duffield, will retire at the end of the year....

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Editorial

Westpac has posted a strong profit increase assisted by BT, the St George merger and mortgage gains....

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Financial planning

Challenger’s Howard Mortgage Fund has become the first mortgage trust to resume commercial lending....

People & Products

St George Private Clients has appointed a state head of Queensland and Western Australia following a recent restructure that demonstrates a renewed focus on private banki...

Financial planning

The FPA will use its annual conference this month to outline a new direction as a professional association....

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Financial planning

The Treasury has deferred the application of the National Tax Agent Services regime to financial planners until 1 July, 2011, a move which has been applauded by financial...

Financial planning

BTIM nominates adviser space as a point for expansion....

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MARKET INSIGHTS

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

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 3 weeks ago

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

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 6 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

21 hours 47 minutes ago