CHIEF EXECUTIVE OFFICER

People & Products

Brad Fox confirmed as full-time replacement for Richard Klipin as AFA CEO....

Financial planning

Research suggests customer-owned banking is on the rise, having grown its assets by around 4.5 per cent in the last year....

Superannuation

A number of risks are looming large on the radars of SMSF advisers, according to the principal of consultant actuarial firm Rice Warner, Michael Rice....

Financial planning

TAL Australia has announced the launch of Affinia, a new risk-specialist dealer group....

Superannuation

While SMSFs may continue to experience significant and continued growth, there will be a stage in many trustees’ lives when the obligations inherent in running a fund wil...

Financial planning

There will be no immediate change for advisers and clients of the Tynan Mackenzie group which will soon be integrated under the ipac brand, AMP has announced....

Financial planning

The FPA rewards its top financial planners with the announcement of the 2012 Best Practice Award winners in Melbourne....

People & Products

Richard Klipin has been appointed new chief executive officer of ANZ-owned millenium3....

Financial planning

Premium Wealth Management has added Boston Private Wealth to its dealer group, the third Queensland-based practice to join the group this year....

Financial planning

Despite having to pay partial damages to investors who lost millions on structured financial products, LGFS said it was happy with the outcome of the court proceedings. ...

Superannuation

SPAA CEO Andrea Slattery points to possibilities for SMSFs in biotechnology and life science investment....

Financial planning

Advisers are returning to the relationship model to deal with the changes evolving out of FOFA....

Superannuation

The SMSF sector is well placed to deal with the challenges of post-retirement, according to SPAA chief executive Andrea Slattery....

Financial planning

The AFA has launched a white paper called Pathways to Excellence, which analyses what clients want from advice businesses....

Superannuation

AIST CEO Fiona Reynolds has teamed up with the Equal Opportunity for Women in the Workplace Agency to call for more women to be appointed to super fund boards....

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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’...

1 week 4 days ago

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

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
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