CHIEF EXECUTIVE

People & Products

Founder and former chief executive of Finovia Group, Geoff Pritchard, has joined Elixir Consulting as a business coach to service the company's Melbourne and Perth market...

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Financial planning

Following its launch last year, broking and advisory firm Octa Phillip Financial Group has been rebranded as PhillipCapital in line with the commencement of its parent co...

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Financial planning

Defence Bank - the mutual bank formed out of the old Defence Force Credit Union - has established Australia's first video call centre at its Melbourne head office....

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People & Products

Elan Miller has been appointed senior portfolio manager of Pengana Capital's Australian Equities Market Neutral Fund....

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People & Products

AMP announces former Tynan Mackenzie boss Paul Robertson as new MD of Genesys....

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Financial planning

Some older planners are refusing to sell and instead choosing to live off their commissions income indefinitely, according to Kenyon Partners chief executive Paul Tynan....

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People & Products

Infocus Group founder Darren Steinhardt will assume the role of chairman following the departure of Barrie Adams at the company's December board meeting....

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Financial planning

The clear lack of competition in the mortgage broking space has been highlighted once again by the Commonwealth Bank increasing its stake in Aussie Home Loans to 80 per c...

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Financial planning

Moves by key stakeholder Pyne Gould appear certain to generate change at ratings house van Eyk...

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Financial planning

FPA chief executive Mark Rantall counters Federal Opposition doubts by arguing there is a genuine need to enshrine the term 'financial planner/adviser' in law....

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Editorial

Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...

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Editorial

The launch of a national curriculum for financial planning degrees by the Financial Planning Education Council was a major win for the industry in 2012....

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Editorial

The Financial Services Council's position on life insurance churn proved controversial, attracting criticism from the likes of Synchron's Don Trapnell....

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Editorial

Richard Klipin made a shock exit from the Association of Financial Advisers to join ANZ-owned dealer group millennium3 in 2012....

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Life/Risk

The cross-selling of insurance and other products by the major banks may become an issue as the Government moves towards the so-called "auto-consolidation" of multiple su...

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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. ...

2 weeks 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 2 days ago