CHAIRMAN

People & Products

Infocus Group founder Darren Steinhardt will assume the role of chairman following the departure of Barrie Adams at the company's December board meeting....

Superannuation

CareSuper director and former chairman of the board Michael O'Sullivan has died after more than 16 years with the superannuation fund....

Financial planning

Investorfirst's stockbroking business is set to transfer to Wilson HTM by the end of February after the pair signed a binding agreement for the deal....

Funds management

Property Investment Professionals of Australia (PIPA) has called for property to be regulated as a financial product under the Corporations Act....

Financial planning

A pool of advisers and analysts will transfer from Investorfirst to Wilson HTM after the pair signed a non-binding agreement to share resources and promote core business ...

People & Products

Former Westpac commercial banking executive Mark Paton has joined fixed-income specialist FIIG Securities as chief executive....

Funds management

Centro Retail Australia, an Australian listed real estate investment trust (A-REIT), has announced its intention to rebrand as Federation Centres....

Funds management

The Australian Competition and Consumer Commission (ACCC) is set to shift its focus towards the wealth management industry in 2013, according to Minter Ellison partner Ka...

Financial planning

The Trust Company chief executive John Atkin has resigned after four years in the position....

Financial planning

ASIC has made nine recommendations for improving the operations of Chi-X Australia as part of its annual assessment report....

Financial planning

Countplus subsidiary Total Financial Solutions has added six advice firms to its network, saying market pressure and regulatory changes have helped attract new businesses...

Financial planning

ASIC has signalled an 18-month phase-in for new rules around high frequency trading and dark pools....

Superannuation

SMSF appetite for property continues to grow, but the lack of any minimum professional standards for property investment advisers requires serious consideration from the ...

People & Products

Former Westpac group executive Richard Thomas has joined the Centric Wealth board as a non-executive director....

Financial planning

The 2004 class order issued under the Australian Securities and Investments Commission's (ASIC's) managed discretionary account (MDA) policy needs to be reviewed to bette...

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 3 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 4 weeks ago

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

3 weeks 6 days ago

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

2 weeks 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 6 days ago
moneymanagement logo