CHIEF EXECUTIVE

Financial planning

The impact of the global financial crisis appears to have slowed a push by one of Australia's biggest publishing houses, Fairfax, into the online managed funds space....

Financial planning

The forthcoming PortfolioConstruction Conference will examine economic recovery and the shape it will take....

Financial planning

The Financial Planning Association (FPA) is calling for tighter regulation of the use of the term 'financial planner' to distinguish it from the term 'financial product a...

People & Products

AIMS Funds Management director and former Pengana Capital director and founder Mark Thorpe-Apps has been appointed as an executive director of listed property group Macar...

Financial planning

Judge says matter should be resolved quickly to avoid leaving shareholders in limbo....

People & Products

AFMA executive director appointed chairman of the Finance Industry Council of Australia....

Editorial

In response to the tidal wave of money moving into cash, product providers have been quick to release a range of new cash-based products designed for the adviser market....

Financial planning

The Federal Government's move to allow superannuation funds to provide advice to members has served to unite the financial planning industry in voicing its opposition....

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Financial planning

The Australian Securities and Investments Commission has issued class order relief that will allow super fund members to receive advice from their fund....

Financial planning

AMP chief executive Craig Dunn used the words 'process-driven' and 'industrialised' to describe the way planning businesses will need to evolve, while also flagging a new...

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Financial planning

AMP chief executive Craig Dunn has defended the integrated financial services model, saying despite "inherent conflicts of interest" that must be managed, consumers prefe...

Financial planning

BT Investment Management's chief executive will leave the fund manager next Monday rather than on October 1 as announced last week....

Financial planning

A verification count by City Pacific has found that Balmain Trilogy did not receive the required 50 per cent of votes by unitholders of the City Pacific First Mortgage Fu...

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Financial planning

More than 360 Australians have sought advice on superannuation, mortgages and the first home owners grant, retirement, tax budgeting and investments....

People & Products

Former Challenger Financial Services Group chief executive Chris Cuffe has been appointed to the board of directors of dealer group Centric Wealth....

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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 3 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....

2 months 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 5 days ago

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

5 days 12 hours ago

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...

4 weeks 1 day ago