EXECUTIVE DIRECTOR

Financial planning

The Institute of Chartered Accountants (ICAA) expects more than 3,000 of its members to take up its new financial planning specialisation within five years....

Policy & Regulation

Content Capital, one of the two companies granted a license to raise up to $20 mil-lion in concessional capital for investments in films, has announced its first project....

Funds management

Friendly society funeral, education and income bonds have been granted a short reprieve from being taxed, and the industry is continuing to fight for tax-exemption....

Funds management

Friendly societies and funeral directors have joined forces to try and overturn the Treasury ruling taxing funeral and education bonds....

Financial planning

Two high profile former Prudential managers have established their own financial planning firm....

Financial planning

On average, Australian women are outlasting their men by five years, creating an interesting and growing niche market. ...

Financial planning

IOOF is planning to double funds under management to $6.1 billion in the next three year with the launch of its new separate boutique funds management arm, Perennial Inve...

Financial planning

Macquarie Bank has restructured its distribution and set up a separate division – what it calls “the adviser channel” – to streamline its dealings with financial planning...

Financial planning

Any plans of a merger between the Life Insurance Complaints Service (LICS) and the Financial Services Complaints Resolution Scheme (FSCRS) have been scuttled, at least in...

Financial planning

With $20 billion under management, half of which are retail funds, Macquarie Investment Management has been staging a performance comeback over the past year. Zilla Efrat...

Financial planning

Paladin will be launching a number of property securities and syndication products under its new partnership with Norwich Union....

Financial planning

Macquarie Technology Funds Management and Acer Capital Australia have launched a $30 million venture capital fund....

Financial planning

High profile financial planner Garry Avis has joined up with well-known superannuation consultant Robert MC Brown and Darryl Pike to set up Bridgeport Advisers & Asset Ma...

Financial planning

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

Financial planning

It is a sort of chicken and egg situation. One of the reasons behind the current property boom is the cheap money available. Yet mortgage lenders are becoming concerned a...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

14 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 19 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 17 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 20 hours ago