CHIEF EXECUTIVE

People & Products

The Financial Planning Association (FPA) has found a replacement for the position of general manager of policy and government relations, which was left vacant following G...

Financial planning

Sentry extends van Eyk relationship with three-year agreement....

Financial planning

The Association of Superannuation Funds of Australia (ASFA), the Investment and Financial Services Association (IFSA) and the Finance Sector Union (FSU) have welcomed the...

Financial planning

Dealer group AFS is still focused on floating on the ASX but the target date is now in 2013....

Financial planning

Australian financial software company Iress Market Technology continues its offshore expansion....

Editorial

Investors with ethical sensitivities may prefer certified responsible investment funds, but do they really understand where their money is going and to what extent do the...

Financial planning

The FPA has been criticised for not consulting with the wider tertiary education sector before going ahead with the release of its education consultation paper....

People & Products

Deputy chief will leave his role mid next year after six years with the association....

Financial planning

BT Financial Group has used its submission to the second phase of the Cooper Review to argue for cost reductions at the same time as calling for equity on intra-fund advi...

Financial planning

A further 122 FPA members pass final CFP program examinations....

Financial planning

One of Australia's few remaining large, non-institutionally owned advice groups is courting four potential institutional equity partners or owners....

Financial planning

National Australia Bank has moved on AXA's Australian and New Zealand businesses....

Financial planning

The Association of Financial Advisers (AFA) has rejected claims by the Industry Super Network that financial advisers are putting an 'indefensible drag' on Australia’s re...

Life/Risk

Agreement between third-party insurer and specialist software provider sets scene for growth....

Financial planning

AIST warns against the 'dumbing down' of existing balanced super funds and a potential worsening of the underinsurance problem; ASFA calls for legislative support to impr...

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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

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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