EXECUTIVE DIRECTOR

Superannuation

Claims that tax concessions on superannuation will cost the Government $2 trillion a year are based on inaccurate figures and assumptions the Association of Superannuatio...

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Financial planning

Challenger’s Fidante makes key BDM appointment with view to international prospects....

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People & Products

Challenger’s multi-boutique funds management business Fidante Partners has appointed investment banker Gabrielle Munzer as a senior business development manager. ...

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Editorial

With post-retirement planning emerging as a major issue in 2014, Andrew Gale argues that there needs to be less focus on products and more focus on advice-based solutions...

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People & Products

Fund manager Legg Mason has recruited a senior JP Morgan staffer to become its director of sales....

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Financial planning

HFA founder and chair Spencer Young resigns, ending a 15-year involvement with the group....

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Editorial

The executive director of the Revenue Group within the Federal Treasury, Rob Heferen, made a very important point to last month’s SPAA conference in Brisbane: any change ...

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People & Products

Independent investment manager Dalton Nicol Reid has appointed Robert White as its new chief executive officer and head of distribution after Harley Dalton’s departure....

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Financial planning

Vanden Boom departs Morgan Stanley to take up key IFM Investors BD role....

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Superannuation

SMSF specialists outline a two-tier approach for SMSFs to address longevity. ...

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Financial planning

WA-based online software provider Decimal set to list on ASX and shift to east coast before rollout to planners....

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Financial planning

Signs are emerging of an upturn in merger and acquisition activity in the financial planning and accounting space....

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Financial planning

Platform provider netwealth has launched a mobile web app for advisers and announced a number of other major upgrades for 2014....

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Superannuation

The new super contribution level has pushed employer contributions to record levels and will spur asset managers to seek greater efficiencies....

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Editorial

As the shadow of the Global Financial Crisis finally passes, the popular ‘safety in cash’ philosophy seems to have departed too. But with an ageing population and the mem...

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