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Financial planning
FORMER Investment and Financial Services Association (IFSA) chief executive Lynn Ralph has joined with the former chair of the Australian Securities and Investments Commi...
Financial planning
SEPARATELY managed account (SMA) provider Direct Portfolio will move beyond its direct investor approach and seek financial planners who are willing to use the product wi...
Funds management
St George Group today appointed Nick Basile to the new position of head of investments and insurance in an attempt to drive the group’s wealth management division forward...
Funds management
The Australian Prudential Regulation Authority (APRA) has disqualified a former executive director of an insurance management group from acting as a trustee of any supera...
Financial planning
The Investment and Financial Services Association (IFSA) today announced that the currently vacant role of deputy chief executive officer will be filled by NSP Buck execu...
Financial planning
Competition amongst Australia’s providers of retail funds management research is set to intensify, with two minor players renewing their push for a bigger slice of the bu...
Financial planning
The Australian Securities and Investments Commission (ASIC) says the use of past performance figures in advertising should include a five year return figure, be calculate...
Financial planning
LOWELL Flinders, the dealer group headed up by long-standing industry figure and former Financial Planning Association (FPA) chair John Godfrey, is seeking to expand and ...
Financial planning
From its birth only three years ago, Matrix Financial Group has established a successful network of financial advisers. BARBARA MESSER reports....
Financial planning
A psychologist will be provided to clients of a new personal advisory company, Mentor, to increase advisor ability to make the right choice of investment for individual c...
Financial planning
Mercer Investment Consulting has backed up its push into the retail funds management research scene with the announcement of three new recruits today....
Financial planning
The back-to-basics push in Australia’s master trust industry is set to continue with the launch last week by ING Australia of its OneAnswer platform....
Financial planning
Compulsory choice of funds in superannuation is not only a contradiction in terms but will also be defeated if investors chose to use a default fund, which is usually an ...
Financial planning
It is funny how often things come full circle in the financial services industry. The latest example is what can be increasingly seen as a trend amongst Australia’s major...
Financial planning
The head of Macquarie Adviser Services, Tim Farelly, will take a six month break from the industry after Macquarie Financial Services Group (FSG) announced a major restru...
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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...