CHIEF EXECUTIVE

Financial planning

Paragem Partners and Miles Corporate have formed a new partnership to provider financial planning and accountancy firms with merger and acquisition assistance....

Financial planning

Improved cash earnings and funds under management and administration have delivered record half-yearly results for IOOF, with net profit after tax jumping 64 per cent to ...

Financial planning

Credit Suisse Asset Management chief executive Andrew McKinnon has ended an 11-year stint at the Switzerland-based fund manager’s Australian operation....

Editorial

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Editorial

A stronger performance within the advisory software division as a result of an enhancement of VisiPlan has contributed to IWL’s best-ever half-yearly financial operating ...

Financial planning

Leading financial services industry figures involved in discussions regarding disclosure at the ASIC Summer School have agreed disclosure practices must be plainer and ea...

Financial planning

ASIC has reiterated its intention to scrutinise the role of financial advisers in Westpoint’s failed mezzanine property lending products after the Federal opposition leve...

Editorial

The 2005 full year results for AMP have shown a 24 per cent increase in underlying contributions, the organisation’s main profitability measure which removes investment m...

Financial planning

Challenger Wealth Management chief executive Chris Cuffe will step down from his role on June 30 this year to pursue interests outside of financial services....

Financial planning

The Financial Industry Complaints Service has put off making a formal decision on whether its rulings can be internally reviewed until early next year....

Superannuation

In-house planners with the Commonwealth Bank will be expected to improve their SMSF skills, with Australia’s third largest dealer group signalling its intention to overha...

Superannuation

The desire to spend now, repay later, has never been stronger in the Australian psyche. Credit card balances have never been higher and other forms of credit are at equal...

Financial planning

BT Financial-owned dealer group Magnitude has recruited its first practice, following its launch in August last year....

Financial planning

The longstanding legal dispute between Equity Trustees Limited and the vendors of the Wealthpac Master Fund has been resolved....

Financial planning

Bluestone Equity Release has added a capped for life variable interest rate loan to its EquityTap range of reverse mortgage products, said to be the first capped variable...

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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 4 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months 1 week 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...

2 weeks 6 days ago

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

1 week 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...

1 week 4 days ago