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...

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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...

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Editorial

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

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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....

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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...

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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...

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Financial planning

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

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Financial planning

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

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Financial planning

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

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Financial planning

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

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Financial planning

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

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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

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 4 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 3 days ago

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

3 days 12 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 weeks 1 day ago