CHIEF EXECUTIVE OFFICER

Funds management

Improved investment markets and performance saw FirstChoice and Custom Solutions platforms grow their funds under administration in the first quarter of 2012, Commonwealt...

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Financial planning

The Australian financial services system is in danger of being unable to comply with the new foreign tax compliance system proposed by the United States, according to the...

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Funds management

Schroder Investment Management will keep wearing its crown for at least another year after the company took out the Money Management/Lonsec Fund Manager of the Year title...

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Funds management

NovaPort Capital has taken home the Money Management/Lonsec Fund Manager of the Year rising star award....

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Superannuation

Due to growing costs and increasing workload, smaller accounting practices might wish to outsource SMSF administration, writes Olivia Long....

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Financial planning

Shane Doyle has officially resigned from his position as chief executive officer, general insurance at Zurich Australia, taking a job with UK-based Dual Group....

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Financial planning

S&P has placed six Hunter Hall funds 'on hold' following the resignation of chief executive and portfolio manager David Buckland, which comes just six months after portfo...

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Financial planning

Private advisory firm Lachlan Partners has selected HUB24 as its preferred platform provider....

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Superannuation

Recent debate around asset allocation in super and funds' exposure to equities has promoted the flexibility of self-managed super funds, according to the SMSF Professiona...

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Editorial

Staying ahead of the curve on the technology, consumer and regulatory fronts can help our industry to quickly adapt and prosper. Brett Clark writes....

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People & Products

Boutique fund manager Merlon Capital Partners has poached AMP Capital portfolio manager Adrian Lemme, who will move to his new position in June 2012....

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Financial planning

The Financial Planning Standards Board has praised its member organisation, the Financial Planning Association, for its efforts in negotiating some of the key legislative...

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Editorial

Underinsurance is a concern for the Australian community. However, Financial Services Council chief John Brogden believes the combined government and industry efforts cou...

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Financial planning

The Institute of Public Accountants has reiterated its calls to the Government to extend legal privilege to professional tax advisers, noting five years had passed since ...

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Superannuation

The Financial Services Council has again called for the increase in the superannuation guarantee to 12 per cent, this time presenting research showing that the retirement...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago