CHIEF EXECUTIVE

Financial planning

The listed and direct property sectors continue to face challenges, but it is not a case of either or, writes Caroline Munro....

image
Financial planning

Financial planning companies were lining up to voice their aspirations to list on the Australian Securities Exchange but the global financial crisis has changed the dynam...

Financial planning

Having Bill Shorten come in and look over the industry with a fresh set of eyes cannot be a bad thing, according to Schroder Investment Management chief executive Greg Co...

Life/Risk

Tower and Virgin Money have entered an alliance to deliver insurance combining brand capability with back-office efficiencies....

Financial planning

Professional Investment Holdings will cut up to 10 per cent of its workforce as it restructures ahead of its proposed merger with Centrepoint Alliance....

Financial planning

A survey of over 300 senior business people has revealed a greater awareness of the importance of risk management after the global financial crisis....

Financial planning

The Financial Services Council has urged the industry to adopt a common agenda to deal with the new dynamic in Canberra....

Financial planning

Bridges Financial Services is set to launch two new investment plans in its established portfolio service platform aimed at providing solutions for the less active client...

Financial planning

The FPA has launched an online education tool designed to help planners through the early trust building phase of a client relationship....

Financial planning

Allegations of breaches of corporate confidentiality have been made against AXA-owned dealer group Genesys Wealth Advisers by the former chair of its National Advisory Co...

Financial planning

The chief executive of van Eyk Research, Mark Thomas, has explained the remuneration relationships between some of his research houses’ key dealer group clients and...

Financial planning

Big industry fund Club Plus has set up an in-house financial planning service backed by Mercer....

Financial planning

Challenger has put forward a so-called five-point restructuring plan for its 25-year-old Howard Mortgage Fund....

Financial planning

The next big step in ESG research needs to be the standardisation of data and disclosure....

Superannuation

AIST offers to work with Coalition to develop bipartisan support for key financial services issues....

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