CHIEF EXECUTIVE OFFICER

Financial planning

New ASFA report shows the median cost of intra-fund advice is $2.81 per member per year....

Financial planning

An investment company which bought 49 per cent stake in van Eyk Research last year spends another $1 million on financial services start-ups....

Funds management

JP Morgan Asset Management has spread its presence in Australia by setting up a wholesale business and launching two new funds....

People & Products

Peter Mason retires after eight years as AMP chairman, to be replaced by Simon McKeon....

Financial planning

New online advice platform offers full financial plans for as little as $199....

Superannuation

ISA uses SuperRatings figures to point to industry fund out-performance over retail funds. ...

People & Products

Aon Hewitt promotes from within, names new Asia-Pacific leadership team....

People & Products

Investment researcher Morningstar’s current chief executive officer Anthony Serhan will now be managing director of research strategy, Asia-Pacific for Morningstar’s glob...

Financial planning

Morningstar has named current CEO Anthony Serhan as managing director of research strategy Asia-Pacific for Morningstar's global research group. ...

Superannuation

ISA urges the Government not to scrap the MySuper “quality filter” and accuses retail funds of blatantly pushing their agenda. ...

Editorial

Smart beta is a term many advisers will have read about and many may already invest in smart beta products on behalf of their clients, but there is more to it than many a...

Financial planning

FPA’s Ask an Expert week reveals strong demand for professional advice....

Superannuation

ANZ’s Global Wealth division improves performance through product cross-sell....

Editorial

There is a world of opportunities now awaiting Australian investors with the energy and nous to look overseas, writes Zurich’s James Holt. ...

Financial planning

The AFA calls members to fight 'scare-mongering’ around consumer protection by engaging federal MPs on FOFA....

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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’...

3 months ago

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

3 months 4 weeks ago

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

4 months ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

1 day 19 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 1 day ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week ago
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