CHIEF EXECUTIVE

Financial planning

Mortgage brokers’ share of the lending market is expected to reach well over 40 per cent over the coming year, according to the Mortgage Finance Association of Australia ...

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Financial planning

Specialist tax, accounting and audit information and software company CCH has announced it will be launching a new product during next week's Conference of Major Superann...

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Financial planning

Law firm Mills Oakley Lawyers has announced the launch of a private advisory team which will target private and family businesses as well as wealthy individuals....

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People & Products

NAB chief executive Cameron Clyne told a press conference in Sydney that Steve Tucker's departure as head of MLC was a mutual decision, flagging new plans for the bank's ...

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Accounting

Accountants unhappy with constraints imposed by APES 230 are looking to a less fettered IPA....

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Financial planning

A new Association of Financial Advisers white paper has uncovered what good financial planning practices do well - but also what they need to improve on. ...

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People & Products

Former Professional Investment Services (PIS) general manager Grahame Evans will join DomaCom as non-executive director....

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Life/Risk

John Brogden said the industry’s failure to self-regulate on churn carries the risk of regulator action....

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People & Products

Partners Group plans to make a number of changes to its executive management and board of directors in line with increased scale in its global investment, client and corp...

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Financial planning

Equity Trustees writes to Trust Company shareholders claiming the company’s private client business has been underperforming....

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Superannuation

Most seniors want Government to leave super alone, and not just tax concessions....

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Financial planning

Principal Global Investors has moved to acquire 55 per cent of London-based boutique alternative investment specialist Liongate Capital Management....

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Financial planning

Queensland-based Suncorp has launched a new online superannuation product....

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Policy & Regulation

The IPA has said if Federal Government does nothing to alleviate small business costs, the likely outcome is job cuts....

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People & Products

Former Macquarie Securities head of equity strategy Neale Goldston-Morris has joined Bennelong Australian Equity Partners (BAEP) as senior investment analyst....

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MARKET INSIGHTS

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

4 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 5 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 week 1 day ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 week ago