CHIEF EXECUTIVE

Financial planning

Professional Investment Services is again expanding its operations, this time entering the wholesale market with a business that will provide services to smaller dealer g...

Financial planning

RetireInvest chief executive George Haramis has resigned from his post citing family commitments. He will officially depart the head role at the ING owned dealer group in...

Funds management

Macquarie Bank has signed an American fund manager that invests in global property securities to the fifth instalment of its Professional Series....

Financial planning

Australian equities funds available through Colonial First State’s joint venture with US-based asset managers Acadian will be offered to Australian retail investors for t...

Policy & Regulation

ASFA has reinforced its support for the scrapping of the 15 per cent superannuation contributions tax, raised by Finance Minister Nick Minchin last week, with statistics ...

Policy & Regulation

Hopes that the superannuation contributions tax will be scrapped in the next budget have been dampened, with Federal Treasurer Peter Costello today stating a removal of t...

People & Products

The Financial Planning Association of Australia (FPA) has appointed two independent board directors to replace former chairman Kathryn Greiner and David Elsum, who resign...

Financial planning

Asgard Wealth Solutions has decided to make two of its high interest yielding products available to investors using the Asgard platform in an effort to attract a greater ...

Policy & Regulation

Federal Finance Minister Nick Minchin has declared his support for calls to do away with the 15 per cent superannuation contributions tax....

Financial planning

Canberra has criticised ASIC for negative comments one of its senior executives made about financial planners at a public function....

Financial planning

The new merged entity between Australian Wealth Management and Select Managed Funds, collectively with its “affiliates”, will have close to 10 per cent of all the financi...

Financial planning

Alongside a ‘shadow shopper’ survey in February, the Financial Planning Association (FPA) will continue to work on lifting the industry profile and working with the regul...

Financial planning

Upgrades to Asgard Wealth Solutions’ planning and practice management software will be rolled out to advisers in the last quarter of 2006, the company has announced....

Financial planning

Hub service provider InvestmentLink has acquired a 50 per cent stake of Dealer Management System that will allow it to develop systems to enable financial advisers to hav...

Financial planning

The Government should extend access to super co-contributions for low to middle income earners in order to encourage Australians under the age of 40 to save for their ret...

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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...

3 weeks ago

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

2 weeks 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 5 days ago