Liam Egan

News by this author

21 October 2009

Dealer groups can play a key role in ensuring better practice in governance and accountability of member firms though their BDMs, according to Graham Peatey, managing dir...

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20 October 2009

The financial planning sector needs to lift its game in advising clients on the benefits of an allocated pension during the transition-to-retirement (TTR) phase, accordin...

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19 October 2009

AMP is on course for compliance with IFSA's super charter from its July 1 members' deadline next year, according to financial services managing director Craig Meller...

18 October 2009

Dealer groups should actively acquire small struggling member advice firms for the good of the sector rather than allowing the status quo to continue, according to Kenn W...

14 October 2009

Three advice firm principals aligned to dealer group Australian Financial Services (AFS) have been placed on suicide watch by the dealer group in the past 12 months. ...

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14 October 2009

The ANZ Banking Group has found itself being lobbied by ING Australia dealer groups to maintain non-bank branding following ANZ's acquisition of the ING businesses....

9 October 2009

Perpetual Investments has appointed Matt McKinnon as general manager, Australian equities retail sales, replacing Paul Sewell, who has resigned....

8 October 2009

Advice and wealth management firm Lachlan Partners has merged with a boutique wealth management firm previously licensed through PIS....

6 October 2009

Relying on general research from research houses for the provision of advice is being challenged, according to research consultant Rob Mcgregor....

6 October 2009

The Association of Independently-Owned Financial Planners has been appointed to manage Holden's redundancy program at its Elizabeth plant in Adelaide....

 

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