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FINANCIAL PLANNING
INDUSTRY NEWS
Godfrey Pembroke Limited will have a new managing director for the new year, with National’s wealth management division appointing Mark Rantall to the vacant position....
INDUSTRY NEWS
The Singapore arm of Norwich Union’s Navigator master trust platform has signed a deal with the $61 billion Central Provident Fund Investment Scheme (CPFIS)....
INDUSTRY NEWS
IWL has appointed Ross Johnston to the newly created position of head of financial planning strategy in a move it says will underpin the growth of its planning software b...
INDUSTRY NEWS
AMP has cut 40 positions from its financial planning division as part of the wide-ranging restructure announced by the group’s new chief executive, Andrew Mohl, earlier t...
INDUSTRY NEWS
BT has introduced a new series of style-based wholesale funds on its Wrap platform in collaboration with InTech and several investment managers....
INDUSTRY NEWS
The Intech Financial Services research group has rejigged its benchmarks for investment performance to reflect the litany of fund managers who disappear from the radar sc...
INDUSTRY NEWS
The previous head of business development at Westpac, Paul van Rooyen, has taken on the newly created role of head of retail distribution with Colonial First State (CFS) ...
INDUSTRY NEWS
The managing director of AMP Financial Services, Craig Dunn, and the managing director of Vanguard Investments Australia, Jeremy Duffield, have been appointed to the boar...
INDUSTRY NEWS
A former AMP financial adviser, Laurence John Tobin, has been sentenced to two and a half years jail after pleading guilty to charges laid by the Australian Securities an...
INDUSTRY NEWS
The middle is dropping out of the financial planning industry as medium sized financial services groups continue to decline in numbers through mergers and consolidation, ...
INDUSTRY NEWS
The Financial Planning Association (FPA) has admitted that its membership base suffers serious weaknesses in the key areas of disclosure, training, risk management and ad...
INDUSTRY NEWS
Morningstar Inc managing director Don Phillips has stated the style of research undertaken by the Australian operation of Morningstar will not change and the group will r...
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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...