EXECUTIVE GENERAL MANAGER

Financial planning

NAB Asset Servicing has won the custody mandate for HIP....

image
Financial planning

Financial planners and their clients have to supplant platform providers and fund managers as the price setters in the advice equation, according to Colonial First State ...

image
Financial planning

Trust Company seeks to leverage regional presence....

image
People & Products

Former Commonwealth Bank executive general manager David Hancock has signed on with Firstfolio as its new chief executive....

image
Life/Risk

For insurers to survive and thrive they must pursue a program of continuous and customer-led innovation, writes Duncan West....

image
Financial planning

Asteron Life has updated its group risk strategy to focus on the corporate, superannuation fund and platform provider market as it also looks to leverage its relationship...

image
Financial planning

A number of recent high profile executive departures reflect the current economic environment and cost-cutting measures being undertaken across financial services and ban...

image
Financial planning

Financial services industry stalwart and founder of Count Financial, Barry Lambert, was this year's recipient of the Lifetime Achievement award at the Money Management/Lo...

image
Financial planning

The Colonial First State restructure sees Brian Bissaker depart with the separation of advice and changed reporting lines....

image
Financial planning

A significant restructure of Colonial First State will see Brian Bissaker leave the company with Marianne Perkovic and Linda Elkins filling key roles....

image
Superannuation

The Government needs to take a more demographic-centric approach to superannuation policy by adopting a soft-compulsion system for persons under the age of 40, according ...

image
Financial planning

Commonwealth Bank of Australia has launched an interactive website that aims to map the changing goals of Australia in real-time....

image
Financial planning

ASIC's platforms review has drawn support from a range of stakeholders for proposing providing additional consumer protection via capital adequacy and for placing the spo...

image
Financial planning

The independence of accountants who align their businesses with financial planning dealer groups could be called into question, according to RSM Bird Cameron principal Pe...

image
Life/Risk

MLC has improved MLC Insurance and MLC Insurance (Super) with a number of product enhancements, and updates to their insurance writing programs....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks ago

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

3 weeks 5 days ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 1 hour ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 15 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

19 hours 51 minutes ago