chief executive

Editorial

Responsible investment – what are you waiting for?

Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...

People & Products

Chris Briant appointed Parametric chief executive, Australasia

Parametric Portfolio Associates has strengthened its Australian team with the appointment of Chris Briant as chief executive, Australasia....

Financial planning

PIS loses one-third of planners in a year

Planners leave amid FOFA pressure and institutional offers....

Financial planning

FPA backs calls for professional body membership

FPA states that professional status requires association membership....

Rate the raters

Research houses stand their ground

They may have expanded their services, but research houses are not about to give fund managers a free pass to market. Jason Spits reports....

Financial planning

VicSuper accesses Sonata and ePass

Victorian-based public offer fund VicSuper has signed up to access Bravura Solutions administration software Sonata and ePass....

Financial planning

FPA to review enshrinement if Senate push fails

FPA will reconsider aspects of enshrinement if it fails to become law...

Accounting

IPA drafts APES 230 alternative

The Institute of Public Accountants has given its members an alternative to compliance with APES 230. ...

Editorial

Trust reports profit as board chair remains

The Trust Company will hold onto its board chair, Bruce Corlett, for one more year as it seeks to conclude the takeover offer presented by Perpetual, while also suspendin...

Superannuation

SPAA welcomes excess contributions changes

The SMSF Professionals' Association of Australia (SPAA) has welcomed the passage of amendments to allow refunding of excess concessional contributions, but says it should...

Financial planning

FPA calls for cultural change in planning

FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....

Funds management

Ironbark AM acquires Deutsche Asset Management Australia

Nearly four years after departing Deutsche to establish Ironbark, Chris Larsen announces acquisition of Deutsche Asset Management Australia....

Superannuation

SPAA says more to do on excess contributions

SPAA welcomes excess concessional contributions amendments...

Financial planning

Planner enshrinement legislation runs out of time

The legislation enshrining the term 'financial planner/adviser' will only become law if the Prime Minister, Kevin Rudd, names a later election date. ...