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CHIEF EXECUTIVE
Financial planning
The unprecedented influence that the Financial Planning Association’s (FPA’s) chief executive Kerrie Kelly has had over the financial planning profession in the last 12 m...
Editorial
The fortunes of Westpac Banking Corporation continue to climb after it delivered a record profit of $2,818 million for the year ended September 30, 2005, representing an ...
Financial planning
St George’s wealth management business contributed almost 20 per cent more to the group’s profit before tax this year than in 2004, on the back of strong investment marke...
Financial planning
HFA Asset Management’s conscious effort to become more proactive with institutional investors has begun to pay dividends with the winning of a $60 million international s...
Financial planning
IFSA has welcomed a decision by the International Investment Funds Association to adopt a statement of principles recognising the important role of investment funds in gl...
Funds management
Macquarie Direct Property Management has launched an open ended unlisted direct property fund formed from a merger of five of the firm’s unlisted direct property syndicat...
Financial planning
The merger between high-end financial planning groups Centrestone Wealth Management and the Berkley Group, initiated in April 2005 to maintain their independence, has cul...
Financial planning
Industry superannuation funds figurehead Gary Weaven has used superannuation fund performance data to take a swipe at the FPA’s recently launched Value of Advice Campaign...
Financial planning
In anticipation of an approaching “demand explosion” in the equity release market, Lonsdale Financial Group has created a preferred list for reverse mortgages, with Blues...
Financial planning
Fund manager Portfolio Partners is the latest investment company to get more serious about going green, having signed a research partnership with the Sustainable Investme...
Financial planning
The Association of Independently Owned Financial Planners will scrap its current professional indemnity insurance deal in favour of a new scheme that will see it largely ...
Financial planning
The placement of a Victorian vendor of equity release products into voluntary administration on Monday has intensified warnings to retirees to take extreme care before bu...
Financial planning
The Federal Government has rejected an application by the Police Federation of Australia (PFA) to allow its members early access to their superannuation....
Editorial
Tower Group spin-off Australian Wealth Management has dramatically lifted its profit forecast following news that the NSW Government would not appeal a decision to excuse...
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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...