chief executive

Superannuation

FPA and Cbus agree to ongoing advice referral arrangement

The referral arrangement between Cbus and FPA will move onto a permanent footing after agreement to roll out the program nation-wide....

Superannuation

ISA claims performance reinforces product and advice separation

Industry Super Australia has claimed the outperformance of industry funds highlights the need for the separation between product and advice in the retail sector....

Superannuation

Accountants top planners as SMSF service providers

Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...

Financial planning

BT floats planner rating system

Financial planners' performance should be given a rating by customers and scores made readily available on a central register, BT Financial Group believes. ...

Accounting

FSI interim report highlights need for tax deductions on advice: IPA

The results of the FSI’s interim report emphasises the need for tax deductions those who pay for financial advice, the Institute of Public Accountants claims....

Financial planning

PIMCO appoints Asia/Pacific head

PIMCO appoints new Asia/Pacific head to oversee Hong Kong, Singapore, Sydney and Tokyo. ...

Policy & Regulation

Moves by the Federal Government to introduce an enhanced register of financial advisers are being backed by the FPA and FSC....

Financial planning

ANZ makes CFO appointment

ANZ appoints new CFO, International and Institutional Banking. ...

Financial planning

Xplan wins market share while Midwinter wins minds

Financial planning software continues to be a hotly-contested market space with Xplan continuing to dominate the market while Midwinter’s software receives the highest ov...

Policy & Regulation

AFA thankful FOFA reforms will stand

The Association of Financial Advisers has thanked the Palmer United Party “for its proactive action” in voting down a move to disallow the Government’s FOFA reforms....

Superannuation

Retirees no drag on economy: Actuaries Institute

Far from being a drain on the economy, Australia’s retirees have the potentials to be core to helping rebuild the nation’s infrastructure for years to come, a report from...

Funds management

DomaCom expands distribution reach

Fractional property investment provider DomaCom has boosted its distribution reach to nearly 400 planners after signing with a planning group with more than 70 authorised...