CHIEF EXECUTIVE OFFICER

Superannuation

SPAA has cautioned against any over-reaction following the release of the ASIC report into professional advice in the self-managed super fund sector....

Financial planning

PIS CEO Pete Walther is stepping down after 18 months with the company....

Superannuation

Depoliticising super is a step in the right direction, according to SPAA CEO Andrea Slattery....

Editorial

While significant progress has been made in achieving gender equality within the financial services industry, Milana Pokrajac and Bela Moore find there is still a long wa...

Editorial

While the gender balance of the executive ranks and company boards of financial services companies remain decidedly slanted, a growing number of women are breaking new gr...

Superannuation

ASFA is using International Women’s Day to call on employers to help women take control of their super....

People & Products

Mark Rantall has accepted an extension of his term as chief executive officer of the FPA....

Financial planning

The FPA remains a strong supporter of a complete ASIC-approved code of conduct, while the AFA claims an “opt-in specific” code would provide more freedom to financial pla...

Funds management

The Australian funds management industry is the fourth largest in the world and has reached its $2 trillion milestone at the end of last year....

People & Products

Wealth management group Centric Wealth has increased its focus on regional and interstate growth by adding two former Perpetual planners to its Canberra team....

People & Products

Clive Levinthal has left ClearView for a CEO position at Experien Insurance Services. ...

Superannuation

Both industry and retail superannuation funds are trying to emulate SMSFs by providing more choice and flexibility for their members. But as Damon Taylor writes, many cla...

Editorial

Staying out of growth assets is the biggest mistake financial advice clients make at the moment, according to David Bryant from Australian Unity Investments, who argues r...

Financial planning

Dealer groups are looking to reduce the average age of their financial planner-base as a way of "future proofing" their business. ...

Financial planning

Perpetual and software provider DomaCom have entered into an agreement which will see Perpetual act as responsible entity and custodian to DomaCom’s new SMSF platform....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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