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Financial planning
Colonial First State has signed an exclusive agreement with PM Capital to launch the first PM long-only equity fund available to the retail market....
Financial planning
Treasury Group has announced a management reshuffle that will see the group put a greater focus on managing and growing its existing boutique investment managers rather t...
Financial planning
The Financial Planning Association (FPA) is confident its membership is well-positioned to endure any future shadow shopping surveys due to marked improvements in industr...
People & Products
Australian Financial Services (AFS), which has been without a full-time managing director since August, has appointed insurance group OAMPS Financial Management chief exe...
Funds management
The Australian Prudential Regulation Authority (APRA) is seeking to gauge public and industry opinion regarding ‘fit and proper’ prudential standards for life insurance e...
Financial planning
Hunter Hall International is yet to name a new chief investment officer, despite reporting a 55 per cent increase in funds under management for the first half of the fina...
Financial planning
Perpetual Trustees remains in the hunt for acquisitions in a bid to expand into additional asset classes and increase the diversity of its product range following an asse...
Financial planning
IOOF has settled its long running dispute with the management team at Perennial Value Management following the striking of a deal to give the latter’s executives more con...
People & Products
AXA incumbent group chief executive officer Les Owen is likely to now focus on the group’s regional interests following chief financial officer Andy Penn being appointed ...
People & Products
Vertex Capital Management has appointed Charles Macek to its Board as a non-executive director....
Financial planning
The Deakin Financial Services takeover of AustChoice, made fully effective late last week, may result in job losses as Deakin pursues “synergies” within the newly combine...
Funds management
Former Portfolio Partners managing director David Slack has been appointed by Victoria Funds Management Company (VMFC) as head of the $20 billion group’s investment commi...
Financial planning
The Financial Planning Association (FPA) has moved a step closer to setting up its own in-house professional indemnity (PI) insurance solution for members, calling on a r...
Financial planning
It is not every financial planner who can count a meeting with the Prime Minister as a career highlight....
Financial planning
Australian Unity is to expand its membership base to include investors in its unit trusts and property syndicates....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...