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Stuart Engel
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29 Jun
Godfrey Pembroke founder and respected industry figure John Godfrey will chair the FPA when John Hewison steps down in November....
28 Jun
Ipac is to unveil a program of equity options to financial planning firms this week in an effort to become Australia’s “national, pre-eminent advice and implementation gr...
28 Jun
The recent round of strong one year numbers for Australian equities funds should be tempered with the knowledge that one year ago, the markets were being battered by the ...
28 Jun
Morningstar has fired its latest salvo in the battle among researchers for the hearts and minds of advisers and investors with the launch of a new portfolio construction ...
28 Jun
Australian Skandia has become the first financial services group to take up the Morningstar global style box tool as a key element in the launch of its first products int...
Analysis by this author
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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
1 week 4 days ago
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
1 day 19 hours ago
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
2 weeks 4 days ago
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...