CHAIRMAN
Financial planning
Count Wealth Accountants is to raise $8 million as part of its long heralded float due to start on November 6, which will set the group with a market capitalization of $8...
Financial planning
Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....
Financial planning
The Australian Securities and Investments Commission (ASIC) banned a record 50 investment advisers in 1999/2000, compared to just 17 the year before....
Financial planning
The Australian Securities and Investments Commission (ASIC) banned a record 50 investment advisers in 1999/2000, compared to just 17 the year before....
Financial planning
Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....
Financial planning
The sale of County Investment Management has taken a further step forward with the release of an information memorandum to interested buyers this week....
Financial planning
Financial Planning Association stalwart Ken Breakspear has been anointed chief executive of the association....
Funds management
The National’s funds management arms have felt the analytical sting of Morning-star with the ratings of County Investment Management being dropped to two stars and the Na...
Financial planning
Assirt managing director Brett Sanders has been named managing director of the merged Assirt/ Bourse Data business....
Financial planning
The investment director for AMP’s technology fund has resigned with another senior fund manager to start their own specialist investment management company....
People & Products
Assirt managing director Brett Sanders has been named managing director of the merged Assirt/ Bourse Data business....
Financial planning
The Financial Planning Association (FPA) will announce a replacement for former FPA chief executive officer, Michael McKenna, in early October, according to FPA Chairman ...
Financial planning
The Financial Planning Association (FPA) will announce a replacement for former FPA chief executive officer, Michael McKenna, in early October, according to FPA Chairman ...
Financial planning
Tax reform, new licensing laws and an added emphasis on professionalism and training is a turbulent time to become chairman of the Financial Planning Association. Jason S...
Financial planning
Newcastle-based Financial Security Group has unveiled a plan to expand the group nationally after the opening of its first Sydney office, proving itself as a contender in...
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Podcast
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...