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People & Products
The company said it recognised a need to streamline its executive resources....
Financial planning
Select advisory panel to assist in validating the investment committee's ideas or providing views contrary to its own....
Superannuation
Some financial planning practices looking for acquisitions are beginning to question the value of purchasing a practice with a retired client base....
Financial planning
Longstanding projections that an ageing demographic would result in many financial advisers leaving the industry in droves are premature, according to Chris Wrightson, di...
People & Products
AIMS Funds Management director and former Pengana Capital director and founder Mark Thorpe-Apps has been appointed as an executive director of listed property group Macar...
Financial planning
ASFA has issued a paper to provide superannuation trustees with guidance on valuation and liquidity issues associated with unlisted investments....
Financial planning
The Association of Independently Owned Financial Planners has appointed the University of Adelaide as its third party assessor for continuing education points accruing to...
Financial planning
The product, designed for the self-managed super funds market, will be known as SMSF Invest....
Financial planning
Voluntary contributions to super have all but dried up in the face of the Federal Government's May Budget and announcements from the interim Henry Report, according to th...
Financial planning
Netwealth has declared its interest in picking up planners unhappy about NAB's acquisition of the Navigator platform....
Financial planning
A combined Melbourne-based risk insurance and accounting business plans to buy more practices to boost its presence in Victoria and New South Wales....
People & Products
Former Challenger Financial Services Group chief executive Chris Cuffe has been appointed to the board of directors of dealer group Centric Wealth....
Financial planning
Some researchers have expressed concern over a request from the Australian Securities and Investments Commission that planners send samples of product research used to fo...
People & Products
The Royal Bank of Scotland has appointed David Goffage as head of equity capital markets Australia, replacing Patrick Broughton, who is relocating to London to take up th...
Financial planning
Dealer groups dissatisfied with financial planning software are creating their own or purchasing programs from practices marketing their own internally used software....
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...