CHAIRMAN
Editorial
Count Financial will push ahead with dramatic expansion plans, including the launch of a new dealer group, despite reporting a lower than expected profit at its first eve...
Financial planning
AMP Financial Services managing director Andrew Mohl has been re-elected to his second term as chairman of the board of directors for the Investment and Financial Service...
Financial planning
The Howard Government has been urged to reconsider the state of retirement savings after being returned for a third term in office at the weekend’s election....
Financial planning
Coming to grips with the Financial Services Reform (FSR) Act is crucial for those providing education within financial services according to Australian Securities and Inv...
Policy & Regulation
The Tax Review panel appointed to assess whether the New Zealand tax system meets today's needs, and chaired by Rob McLeod, released its final report last week....
Financial planning
The funds arena experienced a significant improvement last month after a series of negative results following the September 11 terrorist attacks, a report by asset consul...
Financial planning
The Clemenger Superannuation Plan has awarded Frank Russell’s Implemented Consulting Service a $40 million superannuation mandate, becoming the latest superannuation fund...
Financial planning
SyRes, the company developed by a number of dealer groups involved with master trust provider Symetry, has released two further services for the back office....
People & Products
The Commonwealth Bank’s head of Australian Financial Services, John Mulcahy, is likely to become the next chief executive of the St George Bank, according to a report by ...
Financial planning
ABN Amro Morgans has beat out a number of other advisory and wealth management groups to become the financial planning partner to the Bank of Queensland....
Financial planning
Financial services dealer group Financial Services Partners (FSP) is set to unveil a new distribution platform that will extensively expand both the breadth of its produc...
Financial planning
Perpetual Trustees has been hit by a noticeable slump in the flow of funds into its managed investment products as retail investors draw back from equity market investmen...
People & Products
Financial services consolidator Stockford has undergone a change of the guard with the group replacing retired chairman Peter Hall with Brian Clayton....
Financial planning
The Financial Planning Association’s National Compliance Committee and Professional Standards National Advisory Committee chairman James Doogue will step down from the po...
Financial planning
IOOF has indicated that it would tackle the issue of demutualisation, if its members should vote in favour of the proposal in April or May next year....
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MARKET INSIGHTS
Podcast
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...