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Financial planning
Perpetual Trustees has lost another of its senior executives, with chief financial officer Michael Stefanovski resigning last week to accept a position at another company...
Editorial
Despite a growing appreciation for the role of hedge funds in the industry, confusion and misconceptions are still rife. Lucie Beaman reports....
Editorial
Craig Phillips looks back at some of the big funds management groups no longer in operation....
Financial planning
Online investment tool Your Prosperity, owned by National Australia group, has had its portfolio service and superannuation trust closed down after a strategic review sho...
Financial planning
A former back office manager for Bridges Financial Services has been sentenced to two and a half years’ jail after pleading guilty to 60 counts of dishonestly using his p...
Financial planning
They were the wheelers and dealers, the movers and shakers, the dreamers and schemers of an industry about to happen. They launched dealer groups and funds management com...
Financial planning
Victorian-based adviser Bernie Toohey has been named the inaugural ‘Zurich Adviser of the Year’, by the Association of Financial Advisers (AFA) and Zurich Financial Servi...
Life/Risk
The former chairman of the Australian Securities and Investments Commission, Alan Cameron has been appointed to head up a Federal Government review of the Insurance Contr...
Financial planning
The Australian Labor Party (ALP) will move in the Senate today to disallow the Federal Government’s superannuation portability regulations in the wake of the unanimous re...
People & Products
Perennial Investment Partners has moved to cut the apron strings from founding shareholder, IOOF, with the latter’s executives stepping down as board directors clearing t...
Financial planning
Challenger Financial Services Group has agreed to acquire Zurich Capital Markets’ (ZCM) Australian Principal Finance business, Interstar Securities, in a deal struck by i...
Editorial
The Treasury Group has cruised through the tumultuous 2002/03 financial year, reporting profits almost 350 per cent higher than the previous corresponding period....
Financial planning
Shareholders of the Snowball Group have presented no obstacle to a $1.3 million dollar capital raising designed to drive growth and acquisition opportunities within the c...
Financial planning
AMP chief executive Andrew Mohl is confident of a slow but steady return to glory for the financial giant, and is now hoping for a boost to investor confidence following ...
Financial planning
Perpetual Trustees Australia today announced the appointment of Macquarie Funds Management head David Deverall as its replacement for outgoing managing director and chief...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...