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Financial planning
Commonwealth Bank (CBA) head of financial planning Geoff Austin will be replaced this week after two years at the helm of the group’s advisory business....
Financial planning
The big four banks are failing to attract top funds management inflows in the current climate, according to Assirt, due to a trend towards sector specialists and the fall...
Financial planning
The Association of Financial Advisers (AFA) has finally settled on a professional designation for its members, registering the Authorised Financial Adviser Australia (AFA...
Financial planning
Former Harts Australasia executive director Maxwell John Sweetman appeared in the Brisbane Magistrates Court today after being charged with two counts of insider trading....
Financial planning
The hybrid securities sector remains a heavily concentrated and risky market despite its general growth and positive returns, and presents a range of complex issues for i...
Financial planning
Remaining “true to label” and having well established teams and processes are some of the key factors for success for the finalists in the Money Management/Assirt Fund Ma...
Financial planning
The attention generated by the shadow shopping survey appears to have paralysed the industry, argues Tom Collins....
Editorial
Are you going all the way with your clients, or stopping at second base?...
Financial planning
Australian Unity Funds Management has been awarded an overall rating of ‘competent’ by research house Assirt in the areas of business management and operating capability....
Financial planning
Guardian Financial Planning was created as a haven for risk-based advisers in the face of the Financial Services Reform Act (FSRA) and, as Simon Segal writes, the group h...
Editorial
Funds management group Challenger International has a drop in its net profit posting only $35.8 million for the half year to December 2002, down from $109 million in the ...
Funds management
Boutique property fund manager MacarthurCook is poised to achieve its back-door Australian Stock Exchange listing after shareholders in Local Telecom and Internet agreed ...
Financial planning
Australian Unity is one of the few mutual groups still in the financial services market and, as John Wilkinson writes, its new managing director plans to make sure it sta...
Financial planning
Fledgling property investment company MacarthurCook Investment Managers has struck a deal with a listed internet provider to achieve a backdoor listing....
Financial planning
John Hamer, the head of master trust services at Challenger, has left the business after the first round of restructuring took place at the group in line with announcemen...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...