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FINANCIAL PLANNING

INDUSTRY NEWS

Lester Doecke has taken up the top life insurance job at Zurich Financial Services under a shake-up of the group....

INDUSTRY NEWS

AXA’s aggressive push to ramp up its distribution capabilities has been given further fuel with the signing of former AMP distribution chief Neil Swindells....

INDUSTRY NEWS

The New Zealand financial planning annual get-together in Wellington late last month unlocked a number of themes and issues pertinent to the industry on both sides of the...

INDUSTRY NEWS

Alan Cameron probably has the most unenviable job in the Australian financial services industry....

INDUSTRY NEWS

Most financial services groups have failed to cross-sell products to existing clients, according to Surfboard International managing director Don Hagans....

INDUSTRY NEWS

Countries catching up with the pace of America’s growth will continue to boost world growth, says Morgan Stanley Dean Witter chief economist Stephen Roach....

INDUSTRY NEWS

“Males make up about 70 per cent of our market, so females make up the other 30 per cent, but there may be a few dogs in there.” <I>E-trade’s Kerry Roxburgh mixes his met...

INDUSTRY NEWS

Rationalisation of the trustee industry has started, with IOOF selling its operation to TowerTrust for an undisclosed sum....

INDUSTRY NEWS

Deutsche Bank Private Banking has nabbed industry heavyweights Thomas Murphy and Peter Haggstrom for its recently restructured research and technical services group. ...

INDUSTRY NEWS

Alliances between banks and media or telecommunication companies will pose the biggest threats to financial planners over the next 12 to 18 months, according to InvestorW...

INDUSTRY NEWS

Simplifying managed funds is the key to getting investors purchasing them online, according to Commonwealth Securities director Paul Rickard....

INDUSTRY NEWS

The Australian Investment and Securities Commission (ASIC) has secured its first gaol sentence under the Insurance (Agents and Brokers) Act with the sentencing of Royce C...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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So we are now underwriting criminal scams?...

6 months 1 week ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

4 days 9 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 4 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

2 weeks 3 days ago