executive director

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...

Financial planning

Perth firm sets a precedent with WA's KPMG

Perth-based Precedent Financial Planning has bought KPMG's Western Australian financial planning arm, creating a new force with $400 million in combined assets under advi...

Financial planning

Macquarie banks on more planning growth

Macquarie Bank is planning to step up its first foray into financial planning operations, after merging its direct retail funds management business with Macquarie Equitie...

Financial planning

Planners continue to top the most wanted list

Financial planners are in rising demand, says Recruitment Solutions executive director Greg Savage....

Funds management

Building blocks in place for first property index

Australia looks set to introduce the world's first property index - one which can provide a benchmark for portfolio performance and can be used as the basis for the devel...

Financial planning

Mayday - revolving door is spinning

May is quickly emerging as the month of the revolving door, as a num-ber of senior executives in the funds management industry take leave of their high profile positions....

Financial planning

Macquarie fund a big hit

Macquarie's latest private equity fund has been a hit with retail investors, with the fund closing oversubscribed....

Financial planning

Perpetual regains its worldly balance

Perpetual Investments has restructured its balanced fund, giving it more of a global orientation in line with its strengthened relationship with Fidelity In-ternational. ...

Financial planning

End of an era: KPMG looks at selling off planning arm

KPMG's financial services arm may soon be on the market. ...

Financial planning

Calling Australia’s best, your course has arrived

The Securities Institute is to offer a Master of Applied Finance and Investment course from July onwards for what it terms Australia’s “finance elite”....

Financial planning

Complaints merger on hold

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

Macquarie builds from the bottom up

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

Financial planning

$30m venture capital fund

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

Financial planning

Paladin, Norwich partners

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

Financial planning

Employment trends put a super future under threat

Changing employment trends will upset most predictions of superannuation growth, unless full employment is achieved in the next 20 years, says The Evatt Foundation execut...