CHIEF EXECUTIVE

Financial planning

Investor confidence has fallen in the first quarter of 2010, but it still remains in positive territory, according to the latest CoreData Investor Sentiment Index release...

Financial planning

SELECT Asset Management has launched its Customised Portfolio Solutions with a view to putting investors' interests first and addressing what it considers to be structura...

Editorial

If the Financial Planning Association and the Association of Financial Advisers are to merge they will have to work through many divisive issues....

People & Products

ISN has appointed Alison McIvor to the roles of deputy chief executive and chief operations officer....

Financial planning

Advisers at Genesys Wealth have expressed their frustration over a perceived lack of support from the AXA-owned dealer group....

Financial planning

ASFA has pointed to the additional $10 billion a year being paid into superannuation accounts - on top of the 9 per cent super guarantee - as evidence that workers are pr...

Life/Risk

The FPA Board has re-stated its belief that commission payments to advisers on the sale of insurance products should continue, saying a shift to fee-for-service in this a...

Financial planning

Former US-based Australian executive John James to lead Vanguard from May 1....

Financial planning

Secret talks between Count Financial and Mortgage Choice about combining their respective mortgage businesses have been called off....

Financial planning

ASFA has supported amendment proposals made by the Government around borrowing in super arrangements....

Financial planning

Potentially damaging career breaks, lower salaries and reduced superannuation contributions mean Australian working mothers will struggle with inadequate financial resour...

Financial planning

ING-owned RI Advice Group has taken a 20 per cent stake in Ray Miles' new dealer group, Fortnum Financial Group....

Financial planning

Sunsuper has boosted its financial advice capabilities, creating a new division and appointing Steven Travis as general manager....

Financial planning

Calliva Group, one of the boutique financial services companies that grew out of the boom years, was a victim of the GFC and its impact on structured products....

Financial planning

The leaders of the Financial Planning Association and the Association of Financial Advisers have indicated they will discuss a possible merger of the two competing bodies...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

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A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

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