CHIEF EXECUTIVE

People & Products

Dealer group Fortnum Financial Group has appointed MLC’s Joel Taylor to its newly-created role of national sales manager....

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Superannuation

APRA has admitted it doesn’t monitor the expenses of superannuation fund executives or trustees....

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Funds management

Growing numbers of investors are taking the plunge and following financial advisers’ recommendations to try direct investments through separately managed account (SMA) se...

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Financial planning

The Association of Financial Advisers (AFA) and foundation award partner Zurich have launched the inaugural advice practice of the year award....

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Financial planning

Findex makes second advisory group acquisition ...

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People & Products

Former MLC chief executive Steve Tucker will head up a new funds management firm, slightly more than a year after his departure from the NAB-owned business. ...

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Superannuation

Super sector given enough time to comply with SuperStream standards with delays penalising compliant providers...

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Superannuation

ATO will begin action against SMSFs yet to lodge returns and cancel inactive funds...

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Financial planning

Metlife appoints former BTFG executive, Deanne Stewart, as its new Australian CEO....

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Financial planning

La Trobe Financial has extended its China push by setting up formal registration in the Shanghai Free Trade Zone...

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Funds management

Australian private equity and venture capital funds outperform the ASX 300 by over 200 basis points. ...

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Financial planning

The FPA has welcomed ASIC and dealer group support for moves to separate product sales and advice....

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Life/Risk

BT Financial Group senior executive, Deanne Stewart, has been appointed as the Australian chief executive of major insurer, Metlife....

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Life/Risk

Suncorp announces $350m write-down for Life business amid continuing industry headwinds....

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Financial planning

Australian based fund manager La Trobe Financial has setup formal registration in the Shanghai Free Trade Zone (FT Zone). ...

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

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

3 months 1 week ago

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

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

4 weeks 1 day ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 1 day ago