As a financial services professional have you ever held a meeting to discuss why clients are no longer excited by the value proposition of your products?...
A bevy of Melbourne’s financial heavyweights have been appointed to the state government’s committee for boosting Victorian as a regional financial centre. NAB’s Frank Ci...
South African-based Investec has embarked on ambitious expansion plans for its Australian-based financial services business....
Superannuation consultant Industry Funds Services (IFS) has bolstered its financial planning network with the addition of three planners....
Macquarie has embarked on a $5 million print advertising campaign aimed at dispelling perceptions that Macquarie is only aimed at the big end of town....
CPA Australia has hit out at what it calls “scaremongering” about the Declared Professional Body (DPB) exemption contained in the Financial Services Reform Bill (FSRB)....
Towers Perrin has been awarded the largest outsourcing deal in Australia’s corporate superannuation history....
AXA Australia is expected to complete the take-over of Alliance Capital Management in Australia this week....
Last year I wrote an article I called “Regulation – friend or foe, crutch or protector” (<I>Money Management</I> retitled it “Is it really necessary to have more rules fr...
For obvious reasons, a great deal of emphasis is placed today on the need for sound planning and a disciplined commitment to achieve that mystical goal of financial indep...
The sale of County Investment Management has taken a further step forward with the release of an information memorandum to interested buyers this week....
“It’s about 70 per cent fees. It has turned around from being 20 per cent in favour of fees about five years ago, moving with the trend towards more fee based services. I...
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...