chief executive

Financial planning

AMPFP’s Helmich steps aside as FPA committee chair

AMP Financial Planning’s director of advice-based distribution Steve Helmich has stepped aside as chairman of the FPA’s professional standards and ethics committee while ...

Financial planning

Consumer confidence needs a lift

Underlying hot topics like the commissions debate, Australia’s insurance gap and compliance is the need to boost consumer confidence and reinforce the value of advice, ac...

Financial planning

Advisers to take Challenger to court

Between 12 and 15 financial planning groups are to proceed with a class action against Challenger Financial Services Group over the collapse of its Challenger Howard Prop...

Financial planning

AMP Financial Planning caught on super switching

AMP Financial Planning has given the Australian Securities and Investments Commission an enforceable undertaking relating to the provision of superannuation switching adv...

Editorial

Financial literacy: ignorance is not bliss

Abstract Long...

Financial planning

Financial advisers key to better financial literacy

A Newspoll survey commissioned by the Investment and Financial Services Association has found Australians in general still need to improve their levels of financial liter...

Financial planning

Regulators ensure one size does not fit all – Aviva

Global financial services companies need strong local operations in Australia because of this country’s strict regulatory requirements, according to Aviva Group chief exe...

Superannuation

SMSFs to revisit property

The chief executive of a specialist self-managed superannuation funds (SMSF) administrator has predicted members of these funds will be revisiting the type of property in...

Financial planning

Colonial’s Chinese venture

The Commonwealth Bank of Australia’s fund management arm Colonial First State Asset Management has announced a joint venture with China Cinda Asset Management Corporation...

Financial planning

BIAM resolves to turnaround investment performance

The Bank of Ireland has restructured its investment arm Bank of Ireland Asset Management, which has involved three new appointments at managing director level....

Financial planning

O’Brien to lead Invesco

Invesco has appointed Mick O’Brien as the new chief executive for its Australian operation....

Financial planning

Shadforths expands into Sydney

Independent financial planning and stockbroking firm Shadforths has established its presence in the Sydney market after entering into a joint venture with Taylor Bowring ...

Life/Risk

Clients can now go insurance Centric

Privately owned financial advisory firm Centric Wealth has added general insurance advice to the range of services it provides to its customers in response to strong clie...

Superannuation

Australians unprepared for retirement

Almost one third of Australians have made very little preparation for their retirement a new survey has found....

Financial planning

Pentafin wins Andrew West platform deal

Specialist financial services software provider Pentafin Services has entered into an agreement to supply Andrew West Stockbroking with its WealthVue wealth management pl...