CHIEF EXECUTIVE

Financial planning

The future of platforms and wraps will be discussed at a Money Management event on 15 November....

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Financial planning

Infocus Wealth Management founding director Darren Steinhardt yesterday stepped down from his role as managing director of the group, with Rod Bristow assuming the role o...

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Funds management

A structural change in investor attitudes means fund managers are now competing in a "savings pool" rather than an "investment pool", according to BT Investment Managemen...

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Financial planning

Darren Steinhardt has stepped down from the role of Infocus managing director with current chief operating officer Rod Bristow to take over as chief executive....

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Financial planning

AFA signals it will be working to align its Principles of Practice with the outline contained in ASIC consultation paper....

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Financial planning

The Federal Government has received a mixed response to the financial services and superannuation initiatives evolving out of its Mid-Year Economic and Fiscal Outlook (MY...

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Funds management

Australian fund manager LM Investment Management is conducting due diligence with two offshore real estate private equity funds in a deal worth $1 billion....

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Financial planning

The Property Council of Australia and the Retirement Village Association have merged and developed a new retiree lobby group to advocate for housing solutions. ...

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Superannuation

Over the 12 months to 30 September, Challenger's funds management business has grown its total FUM by 27 per cent to $32.6 billion....

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Financial planning

With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....

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Financial planning

A new Dow Jones report asks the question 'do female executives drive start-up success?'...

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Financial planning

Major insurer AIA Group Limited has pointed to further growth prospects on the back of this week announcing the delivery of record value of new business of US$300 million...

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Financial planning

Australian-based financial services software provider Bravura has this week been named as one of only two Australian companies among the world’s top 100 technology vendor...

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Financial planning

Industry superannuation fund Professional Associations Super has launched a mobile device-optimised site in what it says is a response to the rapid take-up of smart phone...

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Financial planning

For a financial adviser, building a strong marketing capability via social media needs to start with a professional website, something that is now cheaper and less compli...

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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...

1 month 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 2 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 4 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 3 days ago