CHIEF EXECUTIVE

Financial planning

CHIFLEY Financial Planning will lose four of its planners after they decided to leave the group, ending a dispute over pay and averting further action by the planners....

Financial planning

Investor Group will forge ahead with plans to make Prescott a nationally recognised financial planning brand and penetrate the financial planning market in all Australian...

Editorial

NRMA parent Insurance Australia Group (IAG) has pumped $12 million into its financial services division during the 2001-02 financial year but has experienced a net loss o...

Funds management

The Westpac Bank has agreed to pay $36 million to buy a 51 per cent stake in specialist alternative asset manager, Hastings Funds Management....

Life/Risk

An insurance group that has agreed to establish a facility to provide professional indemnity insurance for members of the Association of Financial Advisers (AFA) will tur...

Financial planning

The use of stock options as part of executives’ remuneration led to an unspoken pact between investors and corporation management that has exacerbated the current malaise...

Financial planning

SOME of Australia’s leading investment specialists have come together to call on financial planners to hold their nerve and convince their clients to stay in Australian a...

Financial planning

THE number of complaints lodged against planners has risen dramatically over the last year, with inappropriate advice the most common complaint....

Funds management

Sagitta Wealth Management has formed an international alliance with a property securities manager, the first such alliance under the group’s new structure since Rothschil...

Financial planning

Bridges Financial Services Group has struck a deal with the Police & Nurses Credit Society to share in Perth-based dealer group IGP Financial Services....

Financial planning

OFM Investment Group chief executive Michael Rehak has resigned and will be replaced by former Coles Myer property general manger Rick Curtis....

Funds management

Tower Asset Management has fallen victim to the continuing instability of the wider Tower group, receiving a weak rating from research house Morningstar for its business ...

Financial planning

Tower Limited group chief operating executive Ken Boag will leave the group at the end of next week after the announcement last week that the group’s wealth management an...

People & Products

Steve Helmich was today elected new chairman to the board of the Financial Planning Association of Australia following the decision by John Godfrey to stand down for pers...

Financial planning

MLC HAS entered the ‘show and tell’ phase of its three year $200 million Amazon project designed to build a strategic advice platform and to make MLC a business and outso...

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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....

6 days 20 hours 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 5 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 3 days ago