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AXA
Financial planning
The Institute of Public Accountants' affiliation with MLC and AMP/AXA will not threaten its members' independence, says IPA general manager Vicki Stylianou....
Accounting
Accountants must start diversifying away from compliance work and into wealth creation and financial services, says Institute of Public Accountants general manager Vicki ...
Editorial
Is any sensible financial planning principal capable of resisting the offer of up to $1 million to change dealer groups and/or corporate allegiance?...
Financial planning
The proliferation of professional "hats" an adviser or an accountant has to wear simultaneously when giving advice is going to confuse planners and accountants in the wid...
Financial planning
Younger financial planners are snapping up C & D client lists from established practices and treating them as a referral source, according to NAB Financial Planner Bankin...
Editorial
The industry is still waiting on an announcement from the Government following the decision to remove the accountants' exemption on providing advice on SMSFs as part of F...
Superannuation
AMP looks to move self-managed superannuation funds (SMSFs) beyond "cottage industry" status....
Funds management
AMP Capital collaborated with parent brand AMP as well as senior stakeholders and research agencies to revitalise their brand and take out Money Management’s Marketing Te...
People & Products
TAL Limited has announced the appointment of Kent Griffin as chief financial officer....
People & Products
TAL has appointed John Hoyle as chief executive of its TAL Direct (InsuranceLine) business. ...
Financial planning
AMP has announced that Multiport managing director John McIlroy will leave the company and be replaced by Libby Roy....
Financial planning
Hillross has been looking to leverage benefits from AMP's merger with AXA, including by rolling out AXA's popular North platform to its advisers earlier this year....
Editorial
As many traditional multi-asset funds disappointed during the GFC, recent times have seen many managers diversify. Deanne Fuller examines the sector....
Funds management
AXA has announced the closure of five funds at the end of March, four of which are a result of AllianceBernstein's resignation as manager....
Superannuation
Funds under management/advice (FUM/A) for the combined retail and wholesale market dropped by 8 per cent in the 12 months to 31 December 2011, according to DEXX&R....
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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...