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Financial planning
Ethical fund manager Glebe Asset Management has received its first round of rating from research house Assirt with business management, operating capabilities and Austral...
Financial planning
Praemium Portfolio Services has struck a deal with InvestmentLink to offer advisers consolidated reporting and online transactions across all platforms and fund managers....
Financial planning
Asgard Capital Management has more than doubled its quarterly inflows to top the platform market inflows list for the December 2003 quarter, according to Assirt market sh...
Financial planning
Australian Securities and Investments Commission (ASIC) executive director of consumer protection Peter Kell has left the industry regulator to take on the role of chief ...
Financial planning
Invesco Australia has strengthened it’s multi-asset class team with the appointment of an assistant investment manager to the division....
Financial planning
AXA-owned ipac has launched a new dealer group – Monere Financial Planning – into the adviser market with the aim of targeting external advisers wanting to focus on provi...
People & Products
AXA incumbent group chief executive officer Les Owen is likely to now focus on the group’s regional interests following chief financial officer Andy Penn being appointed ...
Financial planning
ProQuest will change its name to FinaMetrica Limited from early February after extensive growth in offshore markets drove the need for a change in branding and marketing ...
Funds management
IOOF retail funds management general manager Jarrod Brown has boosted his team with the appointment of ANZ Managed Investments executive Andrew Polson into the role of he...
Financial planning
Platform provider Navigator has moved to pass on savings from its core platform product in the market being more stable, by reducing the fees it charges, particularly to ...
Financial planning
Financial planning firm Financial Services Partners has begun the new year by flagging acquisition negotiations, upcoming changes to its risk product range and two new ap...
Financial planning
The former chief executive of Wealthpoint Brett Sanders has announced his return to the financial services industry, heading up boutique asset consultant Grove Financial ...
People & Products
Tower has announced Bridges Financial Services managing director David Bleakley will step down and leave the group early in the new year after three years at the helm of ...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) and Personal Choice Management (PCM) and have combined to launch a new joint venture - Personal Choice I...
Financial planning
The Financial Planning Association (FPA) will suffer “a probable net loss of fifteen” staff through retrenchment following yesterday’s announcement of restructure plans t...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...