CHIEF EXECUTIVE
Financial planning
The Commonwealth Bank has sold the St Andrews insurance business to BOQ but retained the other wealth management elements....
Financial planning
Fees versus commissions is an important debate for the financial planning industry, but having independent research in the first place will take much of the sting out of ...
Financial planning
MMC Contrarian will acquire Bupa Australia's life insurance and wealth management businesses, MBF Life and Clearview Retirement Solutions, for $195 million....
Financial planning
Regulators think that investors should not pay for advice and should be in an index fund, according to chief executive of Franklin Templeton Investments Greg Johnson....
Financial planning
Morningstar Australasia has entered into a definitive agreement to acquire Aegis Equities Research from Aegis Equities Holdings....
People & Products
Challenger Infrastructure Fund's founding chief executive, Steve Bickerton, is moving on. Emil Pahljina will replace him....
Financial planning
The financial planning industry has been warned that the industry superannuation funds campaign against commission-based remuneration will not be ended if planning groups...
Financial planning
The outgoing chief executive of the Financial Planning Association, Jo-Anne Bloch, has criticised the three government reviews as a "hodgepodge" of issues and pointed to ...
Financial planning
The National Institute of Accountants is lobbying Assistant Treasurer Nick Sherry to ensure financial planners aren’t exempt from the Tax Agent Services Act, saying exemp...
Financial planning
ASFA joins with IFSA in questioning the validity of APRA fund-level data....
Financial planning
ANZ will transition the wealth management and insurance businesses it acquired from ING to a new name and brand by the end of this year, ANZ's Australian chief executive,...
Financial planning
ASFA has called for the Government and regulators to mandate data standards and provide a stable policy platform that will support investment in systems and processes....
People & Products
Van Eyk Research has lost its second head of research in less than a year, with Stephen van Eyk's replacement, Nigel Douglas, resigning after the group's annual conferenc...
Financial planning
The Cooper Review's focus on making superannuation administration more efficient has won industry support....
Financial planning
The FPA has gained membership ground after a loss in numbers during the 2008-09 financial year....
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MARKET INSIGHTS
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...