CHIEF EXECUTIVE

Financial planning

The Government has been warned against making the new mortgage broking licensing regime as cumbersome as those affecting financial planners....

Financial planning

In the wake of the global financial crisis, the belief that alternative investments offered a safe haven from the tumult of the markets has been shaken, and questions are...

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Financial planning

Salary freezes and reductions, job cuts and drawn-out recruitment processes: challenging times lie ahead, but the diversity of the financial services sector means a varie...

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Funds management

As recent events have made abundantly clear, no one is immune to the global financial crisis – regardless of reputation, size or previous long-standing success....

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Financial planning

Two hundred million dollar investment mandate to be cancelled following a reduction in Everest's assets under management and staff numbers....

Financial planning

Colonial First State has again walked away with the top ranking in the annual Wealth Insights Service Level Survey....

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People & Products

HSBC Bank Australia has announced that the current deputy chief of HSBC Brazil will be its new chief executive....

Financial planning

Everest Financial Group to wind down around 50 per cent of its funds following the completion of a review that began last October....

Superannuation

There were some hidden messages in the Rudd Government’s second Budget, not least of which was a clear signal that lifting the superannuation guarantee is off the agenda ...

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Financial planning

The Financial Planning Association is to provide free financial advice online for one month, beginning with the launch of its Financial Planning Week on May 25....

Financial planning

A stronger push by ipac into the provision of advice to wealth accumulators is part of the new chief executive's vision to grow the company and become a more dominant for...

Financial planning

The number of businesses entering into administration doubles in three months; businesses need to watch closely for warning signs....

People & Products

Former Colonial First State Investment Management chief appointed UniSuper chief investment officer....

Financial planning

The Association of Independently Owned Financial Planners has established a committee to support its members and their clients who are involved with the collapsed Great S...

Financial planning

Tougher times for financial planners has seen more of them looking for support within major dealer groups, with DKN and Lonsdale reporting significant growth through the ...

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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 6 days ago

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

6 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

3 days 18 hours ago