CHIEF EXECUTIVE

People & Products

Former AllianceBernstein chief executive Michael Bargholz has been recruited to Fidelity as a senior investment director....

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Superannuation

Shorten and Cormann join battle on super while industry calls for policy stability....

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Financial planning

The Association of Financial Advisers (AFA) has announced the launch of its 2013 GenXt Road Show with this year’s theme being The Age of Consumers....

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People & Products

Chris Corneil has stepped down as Russell Investments’ Australasia chief executive after the position was removed as part of a corporate restructure....

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Financial planning

As the Financial Planning Association (FPA) opens enrolments for its 2013 Certified Financial Planner (CFP) program, chief executive Mark Rantall says the year ahead look...

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Superannuation

As superannuation funds continue to build out their scaled advice capabilities, online solutions are helping to build greater efficiency for members to action advice in r...

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Financial planning

Since the relaunch of the CARM Guided Planning System (GPS) as a free trial in October last year, there are now more than 250 financial advisers registered with the finan...

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Financial planning

The global number of Certified Financial Planners (CFPs) grew by more than 8000 over the past 12 months to end 2012 at 139,818, according to the Financial Planning Standa...

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Superannuation

The SMSF Professionals' Association of Australia (SPAA) has signed up to a UN committee that supports approximately 300,000 advisers globally....

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Financial planning

Finance and investment administration provider Wealthtrac has launched a back-office administration service for boutique advisory firms....

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Financial planning

Global investment manager Standard Life Investments has joined the chorus of those suggesting that investors are increasingly ready to exit cash and other so-called "safe...

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Superannuation

A major industry superannuation fund is changing its legal structure to allow SMSFs to invest in its underlying investment platform....

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Financial planning

Many baby boomers would prefer to handle their own affairs, according to a new superannuation survey....

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People & Products

Responsible Investment Association Australasia (RIAA) has appointed Simon O'Connor chief executive following the resignation of long-serving CEO Louise O'Halloran....

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Life/Risk

QBE has declined to directly confirm reports it is in the process of cutting up to 700 jobs....

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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 1 day 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 6 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 2 days 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 1 day ago