EXECUTIVE DIRECTOR

Financial planning

Financial services group Harts Australasia may have left the financial services industry reeling in the past week with news of its collapse, however, it appears that the ...

Policy & Regulation

The Federal government has offered Australia’s plantation forestry managed investment industry a major tax concession in a move that is expected to breath new life into t...

Financial planning

The latest ethical investment product hit the retail and wholesale markets yesterday, with the introduction of the Westpac Australian Sustainability Share Fund....

Financial planning

Australian Securities and Investments Commission (ASIC) senior executive Shane Tregillis, who was closely involved with the development of ASIC policy papers in response ...

Financial planning

Former Tyndall Australia managing director Rod Hunwick has taken over the reigns as chairman and executive director of Deakin Financial Services, following the resignatio...

Financial planning

A group of 10 accounting and financial planning firms have teamed together to create a new planning group, Investment Taxation Services (ITS)....

Financial planning

Ex-PriceWaterhouseCoopers partner Tony Rumble and ex-ING strategist Tony Negline have teamed up to start up research venture, Savings Factory....

Financial planning

Financial planning and accountant consolidator Investor Group has undergone a restructure of its operations resulting in the resignation of three directors and the appoin...

Financial planning

Australian accounting firms that operate under the worldwide MGI banner are to merge to form a new financial planning group called Acquest which plans to list in October....

Accounting

Cutting joint venture deals with financial planners is the best option available for accountants wanting a slice of the action in the financial advice game...

Superannuation

Retirement income products will dominate inflows in 2010, doubling the money pouring into superannuatiuon and unit trusts....

Financial planning

IOOF is understood to be the next friendly society to demutualise, after Over 50s Mutual members voted resoundingly to demutualise last week....

Financial planning

The consolidation trend within financial services looks set to continue as activity within the partly Zurich owned Lonsdale and Bridgeport groups pick up pace....

Financial planning

New Zealand's superannuation scheme watchdog Geoff Rashbrooke has unexpectedly resigned his position before his contract was due to expire. ...

Financial planning

Crescent Capital Partners (CCP) has entered the retail market with the launch of a venture capital fund....

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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