CHAIRMAN

Financial planning

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

People & Products

Former head of Advance Asset Management Russell Hooper has been named chairman of startup Australian investment company Castle Capital Management....

Financial planning

Advisor Investment Services has scored something of a coup with the poaching of Westpac’s head of financial planning, Bruce McCreedy....

Financial planning

After rapid gains last year, employment growth in the financial services industry looks poised to plateau in the next three months, according to the findings of the lates...

Financial planning

Ray Greenshield’s departure from the top job at AMP Financial Services has forced the Investment and Financial Services Association (IFSA) to reshuffle its board....

Financial planning

Count Wealth Accountants’ decision to delay its listing until November is not a backward step, according to its current owners....

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

Ray Greenshield’s departure from the top job at AMP Financial Services has forced the Investment and Financial Services Association (IFSA) to reshuffle its board....

Financial planning

After rapid gains last year, employment growth in the financial services industry looks poised to plateau in the next three months, according to the findings of the lates...

Financial planning

Count Wealth Accountants’ decision to delay its listing until November is not a backward step, according to its current owners....

Financial planning

The chief executive for the Australian operations of Norwich Union, James Mac Kenzie says he will be leaving the group at the end of February with speculation he will hea...

Financial planning

Like so many other independent dealer groups, Accent Investment Services evolved out of a larger Melbourne-based organisation. It obtained its own licence in 1996. Accent...

Financial planning

The Mawson Group will this year offer its advisers the chance of an equity stake in the group, according to chairman Peter Johnson....

Financial planning

The 1999 Financial Planner of the Year is Peter Dunn. Dunn, sole director and owner of Melbourne-based Moneyplan, is an industry stalwart. In spite of keeping up the jug...

Financial planning

Ray Greenshields has resigned unexpectedly from the top job at AMP Financial Services following a major shakeup of the financial services arm....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago