CHIEF EXECUTIVE

Financial planning

Professional Investment Services (PIS) and Frank Russell have struck a deal to develop a new funds management group, Ventura Investment Management Limited....

Financial planning

A meeting of the minds facilitated by Morningstar recently concluded that international sharemarkets offer the best growth opportunities for Australian investors in the n...

Superannuation

Public offer superannuation has long been considered within the realm of retail financial services and packaged alongside a raft of other financial services and advice in...

Financial planning

Well known industry figure Jock Rankin passed away in January after a battle with cancer. Money Management pays tribute to a man who did much to promote the cause of fina...

Funds management

Barclays Global Investors (BGI) has scored a $7 million mandate to manage money on behalf of superannuation investors through its newly launched hedge fund, the BGI Equit...

Financial planning

Former Financial Planning Association (FPA) chief execuitve officer Jock Rankin, 52, died yesterday morning after a long battle with cancer....

Financial planning

The previous chief executive of RetireInvest Mark Spiers and the current head of Partnership Planing Mike Walker have both departed ING shortly before Christmas....

Financial planning

By virtue of their role, the heads of dealer groups have access to a unique view of the financial services landscape, especially the area relating to financial planning a...

Financial planning

The Commonwealth Bank has restructured its business operations drawing together the wealth management and insurance operations for the first time since the merger with Co...

Financial planning

The IOOF Group has expanded its focus on retail distribution with the purchase of a 50 per cent stake in Victorian based dealer group WorkForce Financial Services....

Financial planning

The investment market is a changing place for the financial services consumer in 2002. Nicole Szollos looks at the trends and developments that shape and sharpen consumer...

Financial planning

Van Eyk Research has placed a hold on Rothschild Australian Asset Management’s (RAAM) International Equities fund, going against decisions earlier in the week by both Ass...

Financial planning

HSBC has enhanced its SuperOptions superannuation and allocated pension product range by introducing new trail commissions in what it says is a drive “to attract and reta...

Financial planning

It is the news Investors Mutual (IML) has eagerly awaited since its very public split from Investor Web last August: Assirt has given the group the thumbs up....

Financial planning

National Australia Bank (NAB) has rid itself of its troubled American mortgage business, HomeSide, after offloading it to Washington Mutual Inc for $3.7 billion....

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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