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...

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...

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....

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....

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...

Financial planning

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

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...

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....

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....

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...

Editorial

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

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 ...

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

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 2 hours 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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