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People & Products
BT Financial Group has appointed Dirk Morris as its general manager and chief investment officer after the resignation of Guy Strapp from the positions....
Financial planning
The Government should proactively encourage Australians to seek superannuation advice to help maximise their retirement incomes, according to the Financial Planning Assoc...
Financial planning
The question of regulatory oversight of the mortgage broking industry has re-emerged with the Mortgage Industry Association of Australia looking to change its name to ref...
Financial planning
The woman ousted earlier this year as Perth Chapter chairman of the Financial Planning Association, Julie Matheson, has won election to the national board of the FPA....
Financial planning
The FPA has taken a blow after an authoritative Assirt/Wealth Insights report revealed most advisers believe it to be ineffective, disorganised and unprofessional....
Financial planning
Challenger has entered a strategic alliance with US-based investment manager Heitman to establish a global real estate investment product....
Financial planning
Financial services management systems provider DST International has launched a new software support tool for the growing derivatives market....
Funds management
While many fund managers are promoting the advantages of investing in developing real estate markets in regions such as Asia, chief executives at Macquarie feel the US is...
Financial planning
State Street Global Advisor’s former Sydney-based Asia Pacific head, Mark Lazberger, has been named president of SSgA’s international business....
Financial planning
MLC has called for the super fund sole purpose test to be amended to allow members to pay for financial advice from their super fund....
Financial planning
The Financial Planning Association has released the results of its own research that shows its members feel it is not doing enough to promote the value of advice or the p...
Financial planning
The recent merger between Vector Financial Services and Financial Services Partners has allowed the dealer group to establish a Centre of Technical Excellence in its Melb...
People & Products
Rohan Gamble has resigned as managing director of Virgin Money Australia, the financial services arm of Richard Branson’s Virgin Group, on the eve of a new retail banking...
Financial planning
Magnitude Financial Planning has opened a practice in Busselton, WA, the first step in a plan to establish a regional network of authorised representatives in the state....
Financial planning
IOOF has announced it will acquire the remaining share of Perennial Investment Partners it does not currently own for an initial payment of $67.9 million plus a possible ...
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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...