POWERED BY MOMENTUM MEDIA
ANNUAL GENERAL MEETING
People & Products
Perpetual Investments has found a new head for its young platform offering, four weeks after losing its inaugural head, Mark Papendieck, to Skandia....
Financial planning
The FPA’s Principles on Conflicts of Interest have been refined into four statements following feedback from its membership....
Editorial
Strong first-quarter growth in investment funds under management has motivated Perpetual Trustees Australia to forecast a 15 per cent rise in operating profit after tax f...
Financial planning
Strong first quarter results have Count Financial on track to achieving growth targets, with the company reporting an 11 per cent increase in funds under administration i...
Financial planning
Australian Unity members have taken the first steps in the demutualisation process by voting to allow the matter to be put to members....
Financial planning
Former Sydney City Councillor Kathryn Greiner will step down as chair of the FPA after one year at the top of the industry body....
Funds management
Negative returns across its hedge fund investments have left listed investment vehicle Pengana Managers over $1 million in the red....
Financial planning
Macquarie Bank today announced it had chalked up a 67 per cent rise in annual profits, making this the thirteenth year in a row the investment bank and funds manager has ...
Financial planning
Listed planning business DKN Financial Group says its part acquisition of financial planning firm Goldsborough Financial Services for $2.35 million last Friday maintains ...
Financial planning
Changing its name to Scarborough Equities Limited and selling Avcol Stockbroking to IWL for a profit, are two of the big resolutions that the board of Rivkin Financial Se...
Financial planning
The Australian Shareholders’ Association is fighting the Government’s proposed watering down of the ‘100-member rule’ for placing a resolution on the agenda of a company’...
Financial planning
OFM Investment Group is set to launch a program to educate independent advisers on the benefits and shortcomings of including bonds in client portfolios....
Life/Risk
Zurich Financial Services chief executive Tom Brown has been appointed to the board of the representative body for general insurers, the Insurance Council of Australia....
Financial planning
Queensland’s largest private sector superannuation fund, the $5 billion Sunsuper, has appointed listed financial services firm Snowball Group to provide education and fin...
Financial planning
The Financial Planning Association’s recent news that it was set to post a $2 million deficit, its first ever, for the 2003/2004 financial year is a curious turn of event...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...