CHIEF EXECUTIVE
Financial planning
AMP Financial Planning’s director of advice-based distribution Steve Helmich has stepped aside as chairman of the FPA’s professional standards and ethics committee while ...
Financial planning
Underlying hot topics like the commissions debate, Australia’s insurance gap and compliance is the need to boost consumer confidence and reinforce the value of advice, ac...
Financial planning
Between 12 and 15 financial planning groups are to proceed with a class action against Challenger Financial Services Group over the collapse of its Challenger Howard Prop...
Financial planning
AMP Financial Planning has given the Australian Securities and Investments Commission an enforceable undertaking relating to the provision of superannuation switching adv...
Financial planning
A Newspoll survey commissioned by the Investment and Financial Services Association has found Australians in general still need to improve their levels of financial liter...
Financial planning
Global financial services companies need strong local operations in Australia because of this country’s strict regulatory requirements, according to Aviva Group chief exe...
Superannuation
The chief executive of a specialist self-managed superannuation funds (SMSF) administrator has predicted members of these funds will be revisiting the type of property in...
Financial planning
The Commonwealth Bank of Australia’s fund management arm Colonial First State Asset Management has announced a joint venture with China Cinda Asset Management Corporation...
Financial planning
The Bank of Ireland has restructured its investment arm Bank of Ireland Asset Management, which has involved three new appointments at managing director level....
Financial planning
Invesco has appointed Mick O’Brien as the new chief executive for its Australian operation....
Financial planning
Independent financial planning and stockbroking firm Shadforths has established its presence in the Sydney market after entering into a joint venture with Taylor Bowring ...
Life/Risk
Privately owned financial advisory firm Centric Wealth has added general insurance advice to the range of services it provides to its customers in response to strong clie...
Superannuation
Almost one third of Australians have made very little preparation for their retirement a new survey has found....
Financial planning
Specialist financial services software provider Pentafin Services has entered into an agreement to supply Andrew West Stockbroking with its WealthVue wealth management pl...
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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...