CHIEF EXECUTIVE

Life/Risk

NRMA Insurance is looking to aggressively grow its funds management operations with an ac-quisition, according to chief executive Eric Dodd....

Financial planning

Perpetual Investment’s two year association with US fund manager Fidelity has resulted in international funds under management passing the $2 billion mark at the end of l...

Financial planning

The proposed back-office alliance between Suncorp Metway and newly-listed NRMA Insurance Group has come to a halt, with the Suncorp choosing to look elsewhere....

Financial planning

Lifespan Financial Planning has signed an agreement to use Sanford’s Virtual Broker internet service which provides a branded stockbroking service to clients....

Financial planning

IPAC Securities has sold its 50 per cent share of New Zealand Funds Management (NZFM) following a management buyout....

Financial planning

What makes Australia’s top planners so successful? The answer, as Gerard Doherty discovered, lies partly in successful client management....

Financial planning

Lifespan Financial Planning has signed an agreement to use Sanford’s Virtual Broker internet service which provides a branded stockbroking service to clients....

Financial planning

Head of BT New Zealand, Myles Baron-Hay, will return to Sydney after the Olympic games to join BT’s Institutional Asset Management team as head of in-stitutional business...

Financial planning

Lend Lease will ask shareholders to vote today on a proposal to buy back 25 per cent of the company's issued capital within 12 months, using $1.8 billion of the proceeds ...

Financial planning

Screen scraping technology is raising grave concerns about security risks across the financial services industry with some players fearing it could leave customers expose...

Editorial

There are nearly 7,000 managed funds vying for the hard earned savings of Australian investors. Only a few ever reach the dizzying heights of becoming mega funds. Kate Ka...

People & Products

Former GIO Asset Management chief executive Mark Dutton has been named chief investment officer of ipac securities....

Financial planning

Screen scraping technology is raising grave concerns about security risks across the financial services industry with some players fearing it could leave customers expose...

Financial planning

Wayne Rogers has taken on the top Australian job and a seat on the board of life in-surance policy trader PolicyLink....

Financial planning

The battle for the position as pre-eminent Internet personal finance site is hotting up with news the My Money Group, headed up by Money Management founder David Koch, is...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 day 7 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

6 days 6 hours ago