chief executive

Financial planning

Financial planner sentiment may be reflecting that of the broader small business community, which has plumbed GFC lows....

Policy & Regulation

Change of speaker changes odds on FOFA

The change of speaker in the House of Representatives has made it more likely FOFA will pass with little amendment....

Superannuation

Specialist SMSF accreditation on the rise

Dealer groups increasingly turn to SMSF specialist accreditation....

People & Products

Brisbane-based financial advice firm appoints Select to manage two portfolios

Brisbane-based high net worth wealth management and financial advisory business MGD Wealth has appointed Select Asset Management to manage two newly created portfolios....

Funds management

Changes at top of Colonial First State Global Asset Management Property

New managing director appointed as Darren Steinberg departs Colonial First State Global Asset Management Property....

Policy & Regulation

FOFA tranche contains unintended consequences

The Financial Services Council (FSC) warns FOFA tranche may restrict the ability of financial services companies to provide scalable financial advice....

Editorial

Lifting financial planning professionalism requires patience

The Financial Planning Association seems determined to “raise the bar” on professionalism in the financial planning industry, but as Mike Taylor reports, this might take ...

Policy & Regulation

Second FOFA tranche gives scope to argue on volume rebates

FOFA second tranche has provided scope for financial planning groups to argue legitimacy of some volume rebates....

Financial planning

Westpac restructures divisions

Westpac has restructured its divisions and recruited a key executive, Brian Hartzer, from Royal Bank of Scotland....

Financial planning

Multiport managed accounts FUA reaches $150 million

AMP-backed Multiport has continued to grow its presence in the managed accounts markets, announcing this week it had reached $150 million in funds administered on its man...

Superannuation

ASFA urges political support for higher superannuation guarantee

ASFA argues support for a higher superannuation guarantee is warranted beyond the mining tax....

Superannuation

Multiport grows managed account FUA

Multiport passes $150 million managed accounts milestone....

Financial planning

Uncertainty surrounds Oakeshott on opt-in

Despite ongoing lobbying by financial planners, there exists no certainty that key independents Rob Oakeshott and Andrew Wilkie will support key FOFA amendments....