CHAIRMAN

Superannuation

Equity Trustees combines its superannuation and private clients' business units to form Private Wealth Solutions....

Superannuation

Former Perpetual chief executive David Deverall has been appointed to head up Hunter Hall International....

Financial planning

Matthew Rowe will stay on as chairman of the Financial Planning Association board for another two-year term until November 2014....

Financial planning

ASIC has formed an agreement with New Zealand's FMA which will allow advisers trained in Australia to have their qualifications recognised in New Zealand and vice versa....

Financial planning

ASIC will soon hold discussions with the financial planning industry about the potential for setting up a self-regulatory organisation which would develop and administer ...

People & Products

Former Commonwealth Bank executive general manager David Hancock has signed on with Firstfolio as its new chief executive....

Financial planning

FPA chairman Matthew Rowe accuses some sections of the trade media of "clear bias" against Financial Planning Association members....

Financial planning

Australian Ethical board receives strong support to stave off a push from dissident shareholders....

Financial planning

Money Management responds to FPA chairman Matthew Rowe's recent claims that some sections of the trade media have a "clear bias" against FPA members. ...

Financial planning

The chairman of the Financial Planning Association, Matthew Rowe, recently sent an email to all members of the FPA accusing certain sections of the trade media of "select...

Funds management

With a growing number of non-Shariah-compliant Australian investors interested in its Islamic finance products, MCCA has confirmed that it has plans to launch a property ...

Financial planning

2020 DIRECTINVEST founder Michael Lannon has retired from the business just three months after its merger with Mason Stevens....

Financial planning

Deloitte's study of the reverse mortgage sector shows reverse mortgages are no longer favoured by financial planners despite the products' increasing growth....

Superannuation

ASIC signals a push to have SMSF trustees acknowledge the existence of a higher level of risk....

Financial planning

RI Advice Group hopes a recent internal business review will provide greater support to practices and help it achieve new practice growth targets....

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 1 day 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