CHAIRMAN

Financial planning

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

Financial planning

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

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

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

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

Financial planning

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

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
moneymanagement logo