EXECUTIVE DIRECTOR

Financial planning

Australians have not entirely abandoned cash despite lower interest rates and recovering share prices. ...

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Funds management

Financial services group Wealth Within has unveiled a new direct-to-client platform, which it says will remove administrative inefficiencies and reduce investor costs. ...

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Funds management

A group of local and international investors have praised the current environment as optimal for retail investment in alternatives. ...

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Financial planning

The CSIRO and Monash University have launched a specialist superannuation research cluster....

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Financial planning

Matrix promotes two staffers and outsources paraplanning...

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Financial planning

New US research suggests planners need to be careful about making assumptions about what female clients want....

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Financial planning

The majority of chief executives in Australia believe technology plays a significant role in developing and bringing new financial products to the Asian market, according...

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Life/Risk

A new partnership will see Zurich added as the third insurer to netwealth’s LifeWrap facility....

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Financial planning

The finance sector outlook is positive, but change will be an ongoing feature....

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Editorial

With Parliament having risen for the final time before the Federal election and the new legislative settings now largely in place, Lisa Claes says that when the regulator...

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Financial planning

The former Treasury deputy secretary who oversaw much of FOFA, Jim Murphy, has been appointed Rudd’s chief of staff....

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Financial planning

ING Direct leverages off rapid growth in mobile interaction to develop customer-focused app....

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Superannuation

Westpac, Commbank and The Benevolent Society team to launch bond aimed at addressing social benefit issues....

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Superannuation

The Board of the SMSF Professionals' Association of Australia (SPAA) has returned its founder and chief executive Andrea Slattery to the body for the second time citing g...

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People & Products

Former HSBC Global Asset Management chief investment officer Dr Paul Kasian has joined Equity Trustees (EQT) as head of equities....

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