CHIEF EXECUTIVE

Financial planning

Investors continue to be sceptical about the quality of financial planning advice and that vested interests are being promoted by the advisory market ahead of the needs o...

Funds management

The National Australia Bank (NAB) will reinvest $200 million into its Australian wealth management division over the next three years as part of its Positioning for Growt...

Financial planning

Van Eyk Research says BT Funds Management has been slow to utilise its connections with US parent, Principal, but that the fund manager is at last making steps in the rig...

Financial planning

Sydney based financial services Group, Portfolio Links, has launched what it is calling the next generation wrap account, promising to set no limits on the range of asset...

Financial planning

The Financial Planning Association (FPA) has forced the Adviser Ratings group into a back down over its plans to publish a ranking of financial planners....

Financial planning

The ANZ Bank will look to double its adviser sales force to over 600 within three years after it was confirmed yesterday that its in-house financial planners would not be...

Financial planning

Looking back, Grant Abbott, the chief executive of The Strategist Group (TSG), is not sure exactly when things started to go so wrong with his business, all he knows is t...

Funds management

The National Australia Bank (NAB) will invest $200 million into its Australian Wealth Management division during the next three years, with the aim to create a market lea...

People & Products

The head of the NRMA’s asset management division, Susan Doyle, has today announced her departure from the group....

Financial planning

Despite crunching the numbers on managed funds, Lynne Curtis says 5Di will go beyond fund research and offer planners and clients a new take on investments. JASON SPITS r...

Financial planning

PlantinumChoice Portfolio Services, the new master trust to be administered by Norwich owned Navigator, will be offering an equity stake to select groups of advisers foll...

Financial planning

ANZ has reorganised its specialised business units, and has unwound the divisions Personal Financial Services and Corporate Financial Services which will be redistributed...

Financial planning

Former AGC managing director John Malouf has joined financial services group Stockford as its managing director and chief executive officer....

Financial planning

Assirt has released two separate ratings of Sandhurst Trustees and Norwich Union which looks favourably upon recent changes made at the respective fund managers....

Financial planning

Colonial First State is preparing to launch a new master trust platform for both the Colonial and Commonwealth Bank businesses as part of what appears to be a newfound ma...

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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 8 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 4 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 2 days ago