CHIEF EXECUTIVE

Superannuation

Self-Managed Super Fund Professionals' Association warns Government against further superannuation tinkering to bolster its promised Budget surplus....

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Superannuation

ING Direct's Living Super has the potential to shake up the SMSF market significantly, according to Financial Synergy chief executive Stephen Mackley....

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Financial planning

The New South Wales BDO Wealth Management team has joined Fitzpatricks Private Wealth....

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People & Products

David Bertram has stepped down as head of practice management and associate director at WealthSure to join Titanium Group....

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Superannuation

SMSF specialists will have the opportunity to hear key speakers and themes at the Institute of Chartered Accountants Australia National SMSF Conference....

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Superannuation

New Actuaries Institute research suggests the Government must starting pulling the policy levers on longevity and retirement incomes sooner rather than later....

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Financial planning

Readers have an opportunity to participate in next week's AFA/Money Management life/risk breakfast via webcast....

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Financial planning

DomaCom has signed a third national dealer group to its Foundation Partner program, which has now signed a total of 11 Australian financial services (AFS) licensees that ...

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Financial planning

Independent superannuation and investment platform provider Wealthtrac has announced a new pricing model aimed at attracting financial adviser interest....

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People & Products

Former Standard & Poor's Fund Service staffer David Erdonmez will join Lonsec as general manager - managed funds research....

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Superannuation

New FSC research reveals Australians must work longer to bridge a $1 trillion retirement savings gap....

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Financial planning

DomaCom has signed a third national dealer group to its Foundation Partner program, which has now signed a total of 11 AFSLs that advise on a total of $3 billion....

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Superannuation

In a move the two firms say will help them gain further traction in the SMSF sector, Paritech has signed an agreement with the Melbourne-based PhoenixAI to merge their ma...

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Financial planning

In the wake of yesterday's transitional financial results, Perpetual chief executive and managing director Geoff Lloyd has said he is determined to focus on growing the b...

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Financial planning

The Financial Planning Association (FPA) has reported a considerable number of individuals accessing its new consumer website....

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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 1 week ago

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

1 month 1 week ago

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

1 month 2 weeks ago

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

3 weeks 1 day 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. ...

2 weeks 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...

2 weeks 3 days ago