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Australian Financial Services Limited (AFS) managing director Geoff Moore has resigned after eight years with the group....
Financial planning
David Knott, chairman of the Australian Securities and Investments Commission (ASIC), has announced that he will step down from his position at the end of 2003, two years...
Financial planning
Perpetual Trustees managing director Graham Bradley’s final result in the top job has not disappointed shareholders, delivering the group’s eighth year of increased profi...
Financial planning
Lumley Life will become a fully owned Australian entity by the end of the month after Wesfarmers, one of Australia’s largest public companies, revealed it will conclude t...
Financial planning
Listed financial planning group Snowball has announced a capital raising it says will enable the company to move more quickly towards becoming a profitable entity....
Financial planning
Three credit union dealer groups have merged to create financial services firm CU Financial Advisory Services....
Financial planning
The Australian Stock Exchange (ASX) has appointed Jillian Segal, former commissioner and deputy chair of the Australian Securities and Investments Commission (ASIC), as a...
Financial planning
The savings industry in New Zealand is reaching out to the broader business community in an effort to provide the Government with a savings policy....
Financial planning
UBS Global Asset Management (UBS GAM) chief investment officer (CIO) and head of asset allocation Jon Taylor has left the group to take up the role of CIO at HSBC Asset M...
Financial planning
UBS Global Asset Management will aim to increase its international equities funds under management following yesterday’s announcement that Colin Woods will now head up it...
Financial planning
AXA has made a bid to release itself from a catch-22 situation in which it has contractually agreed to allow advisers to hold client information if they leave the groups ...
Financial planning
The Financial Planning Association (FPA) will find it impossible to solve its professional indemnity (PI) insurance woes, according to a leading insurance broking house a...
People & Products
Colonial First State (CFS) chief executive John Pearce became the latest addition to the Investment and Financial Services Association (IFSA) board of directors after bei...
Financial planning
Direct Portfolio Services has completely overhauled its board of directors following a failed coup d’état to oust company founder and chief investment officer John Alders...
Financial planning
The Australian Securities and Investments Commission (ASIC) and the Association of Superannuation Funds of Australia (ASFA) have called for a greater industry effort to b...
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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...