EXECUTIVE DIRECTOR

Financial planning

NZ's Trustee Executors implements Bravura's Sonata product for KiwiSaver....

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Superannuation

People with ulterior motives are misusing Treasury data to drive their own agendas, according to a Money Management roundtable....

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Financial planning

In the lead up to the introduction of a public financial adviser register the Australian Bankers’ Association has said it will increase transparency, protection, and conf...

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People & Products

Founder of ETF Portfolio Solutions Tim Bradbury has announced he is moving to MSCI as its vice president of ETF client coverage in Australia....

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Superannuation

The Australia Institute has pointed to the danger of a blow-out in the cost of the tax concessions granted to super....

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Financial planning

Financial wellbeing among Australians is at record highs, and many have big plans to save on costs, ING Direct research showed....

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Life/Risk

Prime retail property assets are expected to remain a solid investment despite the growth of e-commerce, TIAA Henderson Real Estate (THRE) believes....

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Funds management

Large scale investment managers and superannuation funds will not be automatically successful due to their size with performance decreasing as managers move to protect th...

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Financial planning

Northward Capital picks up Uniting Financial Services mandate. ...

People & Products

Grant McCorquodale has joined FIIG Securities as its head of personal and intermediary clients, including financial planners....

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Financial planning

Fund manager, Copia Investment Partners, continues to build out its distribution team....

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Financial planning

De Vere launches Investment Strategy Division. ...

Life/Risk

TIAA Henderson Real Estate has secured a 50 per cent stake in a landmark office building and retail complex, for $300 million from the Mirvac Group....

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Financial planning

Former Macquarie Bank director, Guy Hedley, takes chair at Spring FG. ...

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Financial planning

More than 4000 customers of the CBA's planning businesses have registered for a review of the financial advice they received following the launch of the Open Advice Revie...

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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...

3 weeks 4 days 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 ago

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

1 week 3 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. ...

5 days 15 hours 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...

4 days 19 hours ago