chairman

Financial planning

Former National Mutual executive director Ian Ferres is to join the Australian Unity board....

Financial planning

Alafaci gets an offer too good to refuse

Dominic Alafaci has departed HSBC to form a financial planning business with one of the pre-eminent names in Melbourne stock broking, EL&C Baillieu. ...

Financial planning

Recruitment – Time to see the light and catch the gold rush

Human resources managers are under growing pressure to identify and recruit what are known as gold collar workers. Gold collar workers are those with the skills and talen...

Financial planning

Distribution conference aims to get direct to the point

Some of the world’s top direct-distribution executives in the financial services industry will address the local industry in Sydney next month....

Financial planning

Another path leading to CFP destination: via UWS.

Moves to bring financial planners under the Certified Financial Planner (CFP) designation have taken another step forward....

Financial planning

Membership boom for the FPA

Financial planning has continued its boom run, with the latest figures from the Financial Planning Association (FPA) suggesting the sector has grown 20 per cent in the pa...

Financial planning

Happy new year or is the bubble ready to burst?

Fund managers are becoming increasingly cautious as the risk of a major correction looms on the investment horizon. ...