CHIEF EXECUTIVE

Financial planning

While there has been some speculation that Perpetual would be the next logical takeover target in a rapidly consolidating Australian wealth management industry, few expec...

Financial planning

Craig Dunn’s AMP was the victor in its heated battle to acquire AXA Asia Pacific, leaving National Australia Bank to lick its wounds....

Financial planning

The replacement of outgoing Financial Planning Association CEO Jo-Anne Bloch by Godfrey Pembroke chief Mark Rantall attracted criticism from some quarters of the industry...

Financial planning

Empowerment of credit unions and building societies may prove advantageous to planners....

People & Products

Industry Funds Management chief executive Brett Himbury has boosted the company’s business development team with the appointment of Umberto Mecchi as executive dire...

Funds management

The funds management industry is preparing itself for the next market cycle, with the current mergers and acquisition activity a sign that some are tweaking their busines...

Policy & Regulation

The lift in financial advice standards proposed by the Future of Financial Advice (FOFA) reforms is a step in the right direction, but it is not enough, according to Glob...

Financial planning

Count Financial and Kingston Capital have signed up with E*Trade for wholesale broking....

Financial planning

Financial services professionals have endorsed the Financial Services Institute of Australia’s (Finsia's) new work-based Financial Services Professional (FSP) crede...

Financial planning

The Australian Bankers’ Association (ABA) has called on the Government to address the barriers to financial advice as part of its submission to the committee inquir...

Financial planning

AMP chief Craig Dunn has underscored the importance of financial planners in his company’s $14 billion acquisition of the Australian and New Zealand operations of l...

Financial planning

HFA links with Apollo Global Management in US$75 million alliance....

Editorial

The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...

Funds management

Islamic funds manager Crescent Funds Management has been granted an AFSL, and plans to launch a Shariah-compliant Australian equities fund in the first quarter of 2011....

Financial planning

Questions have been asked about why the Australian Law Reform Commission didn’t have carriage of the Future of Financial Advice reforms....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 7 hours ago