CHIEF EXECUTIVE OFFICER
Financial planning
A register of financial advisers with their qualifications and experience will not be enough to determine whether they are trustworthy financial planners or not, accordin...
People & Products
Whitehelm Capital recruits First State Investment’s Gary Withers as CEO....
Superannuation
The Australian Securities and Investments Commission (ASIC) released guidance for superannuation funds and their trustees on information disclosure on their websites in a...
People & Products
AIA Australia has named Damien Mu, General Manager, Life Insurance of AIA Australia, as its next chief executive officer. ...
Funds management
Financial services group Hunter Hall has announced it is screening out and ending investment in fossil fuel companies....
Funds management
The finesse of an experienced investment team can be the difference between outperforming and underperforming, even in tough market circumstances. ...
Funds management
Ignoring market “noise” and striving for sustainable, quality investments has been a key driver of success for Australian Equities (Broad Cap) winner Lazard Asset Managem...
Funds management
Lazard Asset Management Pacific Co. has been crowned Money Management/Lonsec’s Fund Manager of the Year. ...
Financial planning
Australian investors’ appetite for offshore assets has jumped to a record high, according to the Certitude Global Investing Intentions Index (CGIII)....
Financial planning
Challenger and Access Capital Advisers are pooling their infrastructure investment arms to form a new boutique business....
Superannuation
SMSF trustees wanting capital growth and low volatility should look no further than cash flow strategies, writes Damien McIntyre....
People & Products
Victorian super fund Vision Super has appointed Michael Wrysch to the newly created chief investment officer role....
People & Products
NAB Group CEO Cameron Clyne to be replaced by Bank of New Zealand head....
People & Products
Independent investment manager Dalton Nicol Reid has appointed Robert White as its new chief executive officer and head of distribution after Harley Dalton’s departure....
Policy & Regulation
Several financial services industry bodies throw support behind FOFA amendments tabled in Parliament yesterday. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...