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Financial planning
The Financial Planning Association (FPA) is planning to change its membership structure to recognise paraplanners and other financial services industry professionals as a...
Financial planning
Former UBS Asset Management (UBSAM) Australian managing director John Fraser has been promoted to one of the top two roles within the financial services behemoth....
Financial planning
Online financial services group Investorweb Limited (IWL) has entered into deal which will result in it’s Visiplan planning software being used throughout the ING Austral...
People & Products
Aberdeen Asset Management has restructured its Australian management team, resulting in the departure of former chief executive officer Ouma Sananikone....
Financial planning
The Association of Independently owned Financial Planners (AIOFP) has signed a deal with funds management group IOOF Funds Management to roll out a superannuation master ...
Financial planning
TD Waterhouse Investor Services, the online financial services division of TD Waterhouse Group has restructured its senior management with the local face of the group Ian...
People & Products
St George Bank Ltd managing director and chief executive officer Edward O'Neal died over the weekend, resulting in the bank calling an emergency board meeting....
Financial planning
Online financial services group InvestorWeb (IWL) has struck a deal with Zurich Australia to purchase the latter’s subsidiary group, Accompli Technologies....
Financial planning
Online financial services group InvestorWeb will purchase up to 10 per cent of its own company shares as part of a buy-back program approved by its board yesterday....
People & Products
ING Financial Planning chief executive officer Mark Spiers has joined the board of InvestorWeb as a non-executive director....
Financial planning
Portfolio Partners founder and joint managing director David Slack will step down from overall management of the group to lead the investment strategy part of the group....
Financial planning
Boutique financial planning group Tynan Mackenzie has expanded its offering to private clients by rolling out a wrap service and access to a range of diversified wholesal...
Financial planning
Royal & SunAlliance (RSA) will roll out a new dealer group and wrap account later this year as part of its ongoing plans to further integrate and expand its current range...
Financial planning
The funds management industry needs an overhaul of small, inactive and low performing products to improve efficiency and customer service, according to two key research f...
Financial planning
AMP has come under fire amid claims that it was holding selective analyst briefings and will undertake a full internal review of its disclosure and briefing procedures....
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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...
So we are now underwriting criminal scams?...