CHIEF EXECUTIVE

Financial planning

Treasury Group has announced a management reshuffle that will see the group put a greater focus on managing and growing its existing boutique investment managers rather t...

Financial planning

The Financial Planning Association (FPA) is confident its membership is well-positioned to endure any future shadow shopping surveys due to marked improvements in industr...

Editorial

AMP Capital Investors has appointed former Asia Pacific client and marketing director Stephen Dunne to the position of managing director, following the retirement of 45-y...

People & Products

Australian Financial Services (AFS), which has been without a full-time managing director since August, has appointed insurance group OAMPS Financial Management chief exe...

Financial planning

Financial services education provider Tribeca has completed its integration of six business units acquired over the past three years with the last of those groups today a...

Financial planning

Sealcorp will not pitch its low cost platform, Elements, into the market on the basis of price, stating such a move would reduce it to the level of a commodity, according...

Financial planning

The Financial Planning Association (FPA) has declared its membership is geared for Financial Services Reform (FSR), with 97 per cent of its principal members having recei...

Editorial

ING Australia has silenced critics of its funds management joint venture with ANZ, after the business posted a 50 per cent increase in net profits for the year to Decembe...

Financial planning

IWL Limited released results today for the half-year to 31 December 2003, reporting a record net profit after tax of $2.51 million - an increase of 631 per cent compared ...

Financial planning

Back-office provider PremiumChoice Portfolio Services has re-negotiated its existing contract with platform provider Navigator, due to expire in 2007, with the two groups...

Editorial

Promina Group, formerly Royal & SunAlliance, has reported solid performance in its first year as a listed and rebranded entity with each of its three business units contr...

Superannuation

The Investment and Financial Services Association (IFSA) has welcomed changes to the superannuation and retirement income system following an announcement by the Federal ...

Financial planning

AMP, in a rare bout of good news, has revised its profit expectations upward for the calendar year ending 2003 following an improved performance across its business units...

Financial planning

Further restructure at newly listed IOOF will see two senior staffers depart the group today in light of plans to consolidate the firm’s executive sales roles and create ...

Financial planning

Financial planning software provider Xplan Technology will integrate the risk profiling system of FinaMetrica (formerly ProQuest) after the two groups signed a deal to me...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 4 days ago