FINANCIAL SERVICES GROUP

Financial planning

Challenger Financial Services Group’s formal acquisition of Associated Planners Financial Services on Friday concluded at an almost $10 million discount to the industry a...

Financial planning

For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...

Editorial

Listed financial services group Count Financial will transfer advisers of Count owned dealer group Compound Investments to work under its parent brand and licence over th...

Financial planning

Tyndall Investment Management, as part of its recently announced Promina-backed ten year growth plan, has appointed a national distribution manager to support the firm’s ...

Financial planning

An industry working party into soft dollar payments has called for the removal of a number of common forms of inducements in its recommendations announced today....

Financial planning

Melbourne-based dealer group Quadrant Securities is set to buy the 50 per cent stake held in it by Challenger Financial Services Group (CFSG), through dealer group Garris...

People & Products

AXA incumbent group chief executive officer Les Owen is likely to now focus on the group’s regional interests following chief financial officer Andy Penn being appointed ...

Financial planning

Count deputy managing director Kylie Lambert will step down from the role at the end of this month and leave the financial services group to take on a management role in ...

Editorial

Macquarie Bank has recorded a record profit of $242 million after tax attributable to ordinary shareholders for the half year to September 30 2003, up 32 per cent on the ...

Financial planning

Melbourne-based dealer group Quadrant Securities is reviewing the 50 per cent stake held in it by Challenger Financial Services Group (CFSG) and reassessing $300 million ...

Financial planning

IOOF is hunting for a new chief executive after deciding not to renew the contract of long serving incumbent Rob Turner after seven years at the helm of the Melbourne-bas...

Financial planning

Perpetual Trustees has lost another of its senior executives following the resignation today of Personal Financial Services group executive, Rohan Mead....

People & Products

Deutsche Asset Management (DeAM) has appointed Cathy Hales to the newly created position of head of product for its Australian operations....

Financial planning

As disillusioned planners continue their exodus from bank owned groups, Bridges Financial Services is one group positioning itself to catch the fallout. Lucie Beaman repo...

Financial planning

Macquarie Bank’s funds management division - with a 17 per cent increase in funds under management to $4.7 billion over the past 12 months - and its financial services di...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months 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

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

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 2 days ago