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...

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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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 2 days ago