CHIEF EXECUTIVE

Financial planning

Colonial First State Investments is set to lose one of the founders of its highly regarded funds management team after the group’s long time head of Australian equities, ...

Financial planning

Just days after the announced redundancy of Invesco head of sales Tony McFadyen, Invesco Australia has confirmed the departure of one of its Australian Equities key playe...

Financial planning

In the third major shake up to hit the sales and marketing division within Invesco Australia over the last year, the group’s head of sales, Tony McFadyen, has been made r...

Financial planning

IMB Financial Planning (IMB FP), the joint venture between Ipac and IMB Limited, has expanded its presence in the planning industry with the acquisition of a majority sta...

Financial planning

The financial services job market has climbed out of its low and begun a renewed ascent, but employment opportunities in financial services remain well below 2001 peak le...

Financial planning

Assirt has singled out for praise the Australian equities capabilities of Macquarie Investment Management (MIM) in its most recent rating of the funds management group....

Financial planning

Ascalon Capital Managers, St George’s funds management incubator, has expanded its list of managers announcing the addition of a further two emerging managers to its pool...

Financial planning

AMP is considering a make-over or even a sale for its investment administration business, Cogent....

Financial planning

Zurich Financial Services (ZFS) new range of multi-manager products has received an less than sterling debut rating from Assirt, and despite some strengths has been award...

Financial planning

Tower has created Tower CU Alliance (TOCUA), a new business to channel its wealth creation products into the more than three million strong member base of Australian cred...

Financial planning

Salomon Smith Barney (SSB) and UBS Warburg have picked up a number of the Merrill Lynch private client brokers who found themselves facing redundancy when the operation w...

Financial planning

The financial planning industry has been called on to play its part in the international fight against terrorism....

Financial planning

Financial advisers working for banks have been criticised by the Banking Ombudsman for "overselling" their funds....

Financial planning

Fund managers can breathe a sigh of relief now that the Securities Commission has decided not to review their practices, however financial planners aren't so lucky...

Financial planning

Industry farewells Jock Rankin...

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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 3 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