CHIEF EXECUTIVE OFFICER

Financial planning

Investment group Santapau Limited has acquired the mortgage service and messaging businesses of software company Pisces Group for an undisclosed sum....

Financial planning

Certitude Global Investments' assets under management and advice fell by 15 per cent over the past 12 months to $1.09 billion, according to the announcement released by i...

Superannuation

Russell launches Volatility Toolkit aimed at getting investors through current market uncertainty....

People & Products

Crowe Horwath has appointed goods and services tax (GST) practitioner, Jonathan Doy, as a principal in the Sydney Tax Advisory group....

Editorial

Many experts look at the bond market as an indicator for future inflationary changes. Dominic McCormick argues recent events, particularly in the US, prove otherwise....

Financial planning

The current global financial jitters highlight the value of financial advice, as clients lean on advisers to guide them through difficult times, according to Association ...

Superannuation

Super funds providing scaled advice to their members may soon be required to play by the same rules as the rest of the financial planning sector, as the corporate regulat...

Financial planning

The directors of failed Opes Prime Stockbroking Limited (OPSL) have been jailed for dishonestly using their positions as directors, ASIC has announced....

Financial planning

Amid mounting evidence that China’s economy is on the verge of a slowdown, it is time to reduce commodities exposures, writes Chris Watling. ...

Editorial

Amid mounting evidence that China’s economy is on the verge of a slowdown, it is time to reduce commodities exposures, writes Chris Watling. ...

Financial planning

MAp airports has reached an agreement with the Ontario Teachers' Pension Plan Board (OTTP) to acquire OTTP's stake in Sydney airport and offload its interests in Brussels...

Financial planning

National Australia Bank's (NAB's) direct asset manager business, nabInvest, has acquired a non-controlling interest in the US-based Altrinsic Global Advisors for an undis...

Life/Risk

Mortgage aggregator Vow Financial, which has recently entered the financial planning space, will also start offering insurance services to its clients through its newly f...

People & Products

Premium Investors has announced it will add industry veteran Lindsay Mann to its board, who will help with the company’s strategy of delivering solid dividends to shareho...

Financial planning

Two former directors of Trio Capital, including CEO Rex Phillpott, have accepted enforceable undertakings....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

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

6 months ago

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

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 6 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 4 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 4 days ago