CHIEF EXECUTIVE
Financial planning
Financial planners should be licensed under the Tax Practitioners Board (TPB) like any other industry that provides limited or other tax agent services, according to the ...
Financial planning
Professional Investment Holdings will soon join the likes of competitors Count Financial and WHK, becoming a listed entity via its merger with Centrepoint Alliance....
Financial planning
The possibility of a single professional association arose during several sessions at the Financial Planning Association (FPA) national conference, one of which included ...
Financial planning
WHK Horwath to take on global branding of Crowe Horwath in 2011....
Editorial
The Financial Planning Association's move towards professionalism could turn out to be very costly for the organisation, writes Mike Taylor....
Financial planning
QIC will acquire Queensland Motorways Limited from the Queensland Government....
Financial planning
The limited nature of the adviser/client relationship with respect to intra-fund advice may make it difficult to impose a uniform interpretation of fiduciary duty, accord...
Financial planning
The Board of the Financial Planning Association has proposed significant changes to the make-up of the association, which would see individual financial planners given pr...
Financial planning
A strong flow of new business has delivered a solid result to Tower Australia Limited....
Financial planning
The AFA has moved to the business planning stage of a pro-advice advertising campaign on the back of strong financial support from members....
Financial planning
IOOF chief Chris Kelaher says the company remains acquisitive, describing its play for AXA’s North as opportunistic, not strategic....
Superannuation
New Financial Services Council research has revealed the degree to which Australia’s retirement savings gap has widened....
Financial planning
J.P. Morgan Treasury & Securities Services has completed a migration of direct and master custody clients from ANZ Custodian Services less than a year after its acqui...
Editorial
Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...
Financial planning
The investment research team at ANZ-owned RI Advice Group, led by Dinyar Irani, is leaving to set up a portfolio construction company in partnership with Ray Miles' Fortn...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...