EXECUTIVE DIRECTOR

Financial planning

Institute of Actuaries executive director Jock Rankin is not renewing his contract when it expires in January next year....

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....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 day 16 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

6 days 15 hours ago