CHAIRMAN

Financial planning

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

Mike Dunne has joined Ipac as technology and business services general manager in a bid to enhance its e-commerce capabilities to advisers....

Financial planning

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

Rothschild Australia Asset Management’s listed investment company The Five Ar-rows Australia Fund Ltd (FAAFL) is set to be wound up as Ralph related tax changes have made...

Financial planning

Perpetual Registrars is to team up with the Australian Stock Exchange (ASX) in a joint venture, ASX Perpetual Registrars Limited (APRL), in a bid to increase market share...

Financial planning

Financial services groups that invest in quality data mining services and open systems may be the only survivors of the technology boom, according to Acxiom chairman Andr...

Financial planning

Western Australian banking group BankWest and financial planning group Prece-dent have entered into a joint venture to produce Plan B Financial Services....

Financial planning

Perpetual Registrars is to team up with the Australian stock exchange (ASX) in a joint venture, ASX Perpetual Registrars Limited (APRL) in a bid to increase market share ...

Financial planning

In response to the growing interest in share investing by Australians and as part of new regulations the Australian Securities and Investment Commission (ASIC) will offer...

Financial planning

Financial services groups who invest in quality data mining services and open sys-tems may be the only survivors of the technology boom, according to Acxiom chairman Andr...

Financial planning

A number of high profile financial planning personalities have been cemented in the Financial Planning Association (FPA) almanacs for their efforts in building the 11,000...

Financial planning

Real estate agents will be regulated under the same regime as financial advisers when offering financial advice to clients....

Financial planning

Distribution is the top priority in a plan to recover AXA’s Australia market position, group chief executive Les Owen, told the company’s AGM in Melbourne....

Financial planning

Long standing RetireInvest director Peter Townshend has relinquished his seat on the RetireInvest board to concentrate on his own solicitor’s practice....

Financial planning

Recently formed Australian investment company Castle Capital Management has formed an alliance with European specialist fund manager Kempen Capital Man-agement (UK)....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 6 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 10 hours ago