chief executive officer

Editorial

Milana Pokrajac takes a look at the troubled dealer group WealthSure, its history and its plan to change what the regulator deemed a bad compliance culture. ...

People & Products

Diversa appoints new chief executive

Listed financial services company promotes senior executive amid board reshuffle...

Advisers urged to recommend industry funds

ISN is urging financial advisers to recommend industry super funds based on long-term returns....

Editorial

To be technically correct, it’s all about the client

AMP’s Craig Meller argues financial services institutions need to keep changing with their customers if they want to stay attractive. ...

Top 100

OneCare No. 1 in Term/TPD

OnePath has once again excelled in the term and TPD rider category in the Money Management/DEXX&R Adviser Risk Choice Awards, with TAL’s Accelerated Protection and Macqua...

Superannuation

Growing need for financial advice

Only two in five Australians currently receive qualified financial advice, according to a recent survey conducted by the Financial Planning Association....

Financial planning

Increased need for financial advice

The FPA’s Ask an Expert initiative received more than 90 requests this year, which points to a stronger-than-ever need for financial advice, the association says....

Financial planning

Timing of NAB redundancies problematic

It is no secret that National Australia Bank is making a number of staff cuts across its business lines, but there are claims the timing could result in an unfair outcome...

Financial planning

Big four cross-sell success a concern, says ME Bank

The cross-selling success of the big four between their superannuation and banking products is concerning and might not be in the customers’ best interest, says ME Bank C...

Life/Risk

Customers driving policy lapses, says TAL Life boss

Australian consumers are more engaged with life insurance than ever before, which could be the cause of increased lapse rates, according to chief executive officer of TAL...

People & Products

BTFG boss appointed FSC deputy chair

BT Financial Group CEO Brad Cooper has been appointed co-deputy chair of the Financial Services Council....

Financial planning

Perpetual Private a leaner business

Perpetual boss Geoff Lloyd said the group had restructured its advice business to position it well for the anticipated return to full advice and equities....

Editorial

YBR’s wealth business posts massive jump

Yellow Brick Road’s wealth management division has posted a huge jump in revenue, although the group’s overall result was a loss of $6.6 million....

Superannuation

Industry struggles with MDI challenge

Member direct investment options are one of the largest challenges confronting Australia's superannuation industry, according to IQ Group chief Graham Sammells. ...