DIRECTOR

Financial planning

With less than a month in the managing director seat, Garry Mulcahy has already set his sights on new opportunities for the FlexiPlan master trust operations. Samantha Wa...

Financial planning

We were looking for backup services, plus the proper computer facilities to deal with our clients in terms of providing financial planning, investment and risk advice. In...

Editorial

Profits for margin lending providers are artificially high, according to an industry figure....

Financial planning

Deutsche Funds Management (DFM) is about to launch what it believes are Australia's first themed international funds....

Financial planning

FlexiPlan managing director Sue Thomas has sold her 20 per cent stake in the business to MLC and stepped down as managing director....

Financial planning

The public and often divided debate on super fund choice has been on the boil for more than two years. It has survived two federal elec-tions; been endorsed by the ground...

Financial planning

National Asset Management executive director of property Graham Brewer has a habit of getting in the headlines....

Financial planning

1. Name: Suzanne Sutherland Smith ...

Life/Risk

The term life insurance market has taken a nosedive following meteoric growth in the mid 1990s. According to the latest Rice Kachor Research market share report, the term...

Financial planning

Self managed super funds are continuing to go through boom times. With the lead up to June 30, an unprecedented number of self-managed super funds are being es-tablished....

Financial planning

A group of financial planners and stock brokers have broken away from Potter Warburg to form a new financial planning and management services company with D&D Tolhurst....

Financial planning

After eleven months of uncertainty, financial advisers now have a clearer indi-cation as to how the changes to the investment rules for superannuation funds, announced in...

Financial planning

There is still a lingering perception among Australian investors that negative gearing has magical curing powers for their taxation ills. A combination of a culture of in...

Financial planning

Super Concepts has launched an awareness campaign to encourage more people to consider the option of retirement savings plans, according to director Chris Wilson. "The in...

Financial planning

A new Melbourne-based company is hoping to interest investors in the UK's fast-est-growing investment sector - Traded Endowment Polices (TEPs). The market for TEPs in the...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago