CHIEF EXECUTIVE

Financial planning

Some of Australia's largest dealer groups are signalling their intention to add a significant number of advisers to their networks....

Financial planning

QBE has acquired specialist US crop insurer NAU Country Insurance....

People & Products

Count Financial CEO Andrew Gale has taken a board seat after being formally appointed as managing director of the company....

Financial planning

Penson Financial Services enters into clearing house deal with Austock subsidiary....

Financial planning

The Financial Planning Association’s hunt for a new chief executive appears to be nearing the final stages....

Life/Risk

Hewison and Associates is now rebating all commissions paid on insurance policies, which it says will save clients thousands of dollars in hidden fees....

Financial planning

Adviser-owned dealer group Australian Financial Services (AFS) has launched a new unified managed (UMA) service in conjunction with technology company OneVue and superann...

Financial planning

Challenger Financial has used Access Economics research to reinforce its position on the provision of private sector annuities....

People & Products

Sentry Group has confirmed its appointment of HUB24 to provide unitised managed accounts and complementing services....

Financial planning

BT Financial Group general manager of advice and private banking, Geoff Lloyd, has resigned after six years with the group....

Financial planning

IFSA warns the Government to be aware of the unintended consequences that may flow from the Henry Review....

Policy & Regulation

ASFA has urged the Government to use the Budget to deliver tax concessions to make super a more attractive option for low-income earners....

Funds management

Perpetual Investment Management has formed a partnership with US hedge fund manager Ramius Alternative Solutions LLC under which Ramius will advise Perpetual on its hedge...

Financial planning

Firstfolio has acquired key assets of business equipment financing specialist LeaseChoice....

People & Products

FKP Property Group has appointed David Hunt as its new chief financial officer....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

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1 week 6 days ago
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