chairman

Editorial

Count set for expansion despite lower profits

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

Mohl re-elected to IFSA board

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

Government urged to tackle savings

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

FSR to challenge educators

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

Tax review to target savings vehicles

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

Fund performance bounces back

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

Frank Russell wins Clemenger mandate

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 moves into next phase

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

Mulcahy set to head St George

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 to advise bank clients

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

FSP grows adviser and funds business

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 fund flows slump

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

Stockford appoints new chairman

Financial services consolidator Stockford has undergone a change of the guard with the group replacing retired chairman Peter Hall with Brian Clayton....

Financial planning

FPA compliance chair steps down

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 takes first step to demutualise

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....