chairman

Financial planning

Macquarie Bank today announced it had chalked up a 67 per cent rise in annual profits, making this the thirteenth year in a row the investment bank and funds manager has ...

Financial planning

Planners fail online test

Financial advisers are failing to take advantage of the opportunities available to do business online, with a new survey showing that the majority of websites set up by f...

Financial planning

Report outlines new challenge of old

The Productivity Commission is predicting one in four Australians will be aged 65 or more by 2044 - roughly twice as many as now - giving rise to significant economic and...

Financial planning

Mariner buys JAM boutique

Mariner Financial moved into the boutique investment management market yesterday with a 47 per cent stock acquisition of pooled development fund JAM Development Capital....

Financial planning

Minto climbs to top of Tower

Trans-Tasman financial services group Tower has announced its managing director, Keith Taylor, will relinquish his role of steering the group later this month to Tower Au...

Financial planning

New CFO in Tribeca management restructure

Tribeca Learning has created the new position of director, corporate and strategy as part of a reorganisation of its senior management team....

Financial planning

Million dollar round table to meet in New Orleans

Tower Australia national sales manager, Danny Maher and MLC dealerships general manager, Alan Logan will join over 100 Australian members of the Million Dollar Round Tabl...

Financial planning

Idealist (2-Jun-2005): Treasurer avoids the tough decisions

The political fanfare and media frenzy which beset the 2005 Budget announcement, heralding tax cuts on many fronts, unfortunately overlooked blatant omissions from a fisc...

Funds management

Boutique manager makes property trust play

Melbourne-based boutique MPG Funds Management has launched a $48.8 million retail property trust....

Funds management

APRA issues revised standards

The Australian Prudential Regulation Authority has released a revised set of corporate governance draft standards covering the institutions it administers....

Editorial

Tower profit up 66 per cent

Proceeds from the sale of the Australian arm of its wealth management business, a benevolent market climate and the completion of a successful two year recovery strategy ...

Editorial

The Idealist August 12, 2004: Beware the wounded investor

Ray Griffin shows hypothetically how financial services businesses are at risk of litigation if they don’t exercise their correct duty of care when advising in property i...

Financial planning

The Idealist July 1, 2004: ‘Lifestyle’ planning not true value of financial advice

While it would seem the American financial consumer likes hands-on help, Australians may want some ’professional distance’, as Ray Griffin investigates....

Financial planning

Idealist February 12, 2004: It’s time to get the simple things right

This week Money Management welcomes industry veteran RAY GRIFFIN to its stable of regular columnists. A former FPA chairman and Money Management Financial Planner of the ...

Financial planning

Larum to run UBS’ China tilt

The former chief executive of UBS Global Asset Management in Australia, John Larum, has taken up the newly created role of Chinese chief executive for the manager as it g...