CHIEF EXECUTIVE

Financial planning

Iscope managing director Craig Michilis will become a partner in the merged group and will lead a team offering permanent and contract recruitment in operations and custo...

image
Financial planning

Perpetual extends its high-net-worth presence in Victoria via the acquisition of Fordham Group....

image
Superannuation

With increased life expectancies come increased health care costs later in life, which can make a considerable dent in retirees' savings and any legacy they hoped to leav...

image
People & Products

ING Investment Management Asia/Pacific has appointed a new chief executive officer at ING Investment Management Australia....

image
Financial planning

The preliminary report of the Cooper Review has been broadly welcomed by the superannuation industry....

image
Financial planning

AIST calls for subsidisation of pre-retirement financial advice and tax deductibility for other advice....

image
Financial planning

With the industry coming to the end of a particularly challenging period, financial planners have good reason to be optimistic, writes Jo-Anne Bloch....

image
Financial planning

A year of extremes has forced the industry to step up and meet the demands of clients, writes Brian Bissaker....

image
Financial planning

In the wake of a challenging year, a number of major hurdles lie ahead for financial planners, writes Richard Klipin....

image
Financial planning

The challenges of 2009 have demonstrated the underlying strength of the super industry, writes Pauline Vamos....

image
Funds management

Adviser-owned dealer group responds to increasing demand for direct equities by offering an alternative to the traditional wrap and master trust solutions....

image
Financial planning

Investor confidence will be strengthened by solid superannuation returns for the September quarter, according to Investment and Financial Services Association (IFSA) chie...

image
Financial planning

The FPA remains Australia’s dominant industry body for financial planners, but in the contest for members it is the AFA that has experienced the greatest migration of mem...

image
Financial planning

Zurich Australia has called on the Government to show restraint in its drive for regulatory reform of the financial services industry....

Financial planning

Ironbark Asset Management has partnered with Karara Capital Limited to establish a new Australian equities fund, which will be launched next year....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 4 days ago

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

4 days 1 hour 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