CHIEF EXECUTIVE

Financial planning

Banks will be engaging in more prudent business lending practices in the current economic climate, according to Australian Bankers’ Association chief executive David Bell...

image
Financial planning

Indian economy ends the year in a surprisingly strong position....

Financial planning

Australian research house van Eyk Research has signed AMP Financial Service’s New Zealand business as a client, with Luke Fitzgerald to head up the group’s New Zealand op...

image
People & Products

To be succeeded by former Westpac New Zealand chief executive Brad Cooper, with Coombe taking up a group executive role in Westpac’s retail and banking business....

image
Financial planning

The latest IFSA/CoreData Investor Sentiment Index suggests Australian investors are going to close out the year on a positive note....

image
Editorial

The findings of the Ripoll Inquiry have been broadly welcomed by the financial planning industry, but as Mike Taylor reports, they will ultimately be diluted by the findi...

image
Financial planning

The general manager of Industry Fund Services (IFS), David Haynes, has confirmed his resignation following a restructure of IFS' parent company, Industry Super Holdings....

Financial planning

The Government and the Treasury, rather than the Australian Securities and Investments Commission (ASIC), should lead the way in implementing changes to the financial pla...

image
Financial planning

The Parliamentary Joint Committee (PJC) Inquiry into Financial Services and Products has recognised the need to lift the training and entry requirements for the financial...

image
Financial planning

Henderson Maxwell acquires Maven Financial to create boutique planning practice....

image
Financial planning

Perpetual has confirmed it is looking to acquire planning practices specifically targeted at high net worth individuals....

image
Financial planning

The chief executive of van Eyk Research believes "the market has decided" which remuneration model is appropriate for research houses, and says his group’s subscriber-pay...

image
Financial planning

The announcement of the departure of Perpetual Private Wealth head John Nesbitt has seen the company flagging impending acquisitions....

Financial planning

Big US insurer AIG has sought to reduce its Government debt exposure by selling stakes in two subsidiaries....

Financial planning

Equity Trustees recruits Equipsuper chief executive, Robin Burns, as new managing director....

image
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