CHIEF EXECUTIVE

Financial planning

Better cash flow management will increase discretionary income and build a better retirement nest egg....

Financial planning

The group's investment business suffered poor net flows in the first quarter of 2009, but its insurance business remains a strong performer. The results come on the back ...

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Superannuation

Australian SMSFs appear to have begun to increase their exposure to Australian equities, although cash holdings remain the major growth asset, according to SMSF administr...

People & Products

HSBC Bank Australia chief set to depart to head the HSBC Group in India; replacement still to be announced....

People & Products

Julian Carpenter steps up from BDM role....

Financial planning

The longstanding 'Best Advice Project', a trial co-operative of 12 separate advice firms, will officially operate under the single brand Shadforths Financial Group from J...

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Financial planning

LM Investments has extended the redemption time frame on one of its funds....

Editorial

ANDREW FRANCIS charts the development of fundamental indexation....

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Superannuation

Richard Gilbert has announced he will be retiring from the Investment and Financial Services Association effective from the end of September....

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Financial planning

Industry fund Vision Super is the first to go to market with Cuscal's new service, which allows account holders to access their allocated pensions with minimal tax impact...

Financial planning

Advising on risk insurance has traditionally been the domain of advisers, but a new website aims to help consumers take matters into their own hands by comparing policy p...

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Funds management

Difficult times are requiring flexibility in the funds management world, with Melbourne-based Hastings Funds Management deferring the payment of its incentive fee from it...

Financial planning

GBST Holdings to provide third-party clearing business to company....

Financial planning

The Australian Institute of Superannuation Trustees has welcomed the decision by the Australian Prudential Regulation Authority to issue a guide on conflicts of interest ...

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Financial planning

DKN subsidiary Lonsdale investing in practice management of adviser network with client service program....

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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 5 hours 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 23 hours ago