CHIEF EXECUTIVE

Financial planning

Local fund managers are sure to cash in on a decision today by US-based research giant Morningstar to include Australian funds on its global research platform, the head o...

Financial planning

Bridges Financial Services has won its long-running payroll tax dispute with the Western Australian Government, escaping a $500,000 tax bill in a decision that will come ...

Financial planning

The top job at Babcock & Brown Infrastructure will be handed over in August to Steve Boulton, the chief executive of Kiwi gas and electricity giant Powerco....

Financial planning

Listed funds management holding company, Treasury Group, will shortly launch its second Sydney-based manager of offshore equities, this one led by Peter Sartori, formerly...

Financial planning

A reshuffle of Promina Group’s executive management team will see Tyndall Investment Management’s chief executive and chief investment officer Michael Goode reporting to ...

Financial planning

MLC has finalised a deal giving it 100 per cent ownership of a Hong Kong-based wealth management business for a purchase price of $148 million....

Financial planning

The double digit returns secured by the majority of Australian superannuation funds in 2004-05 have been reinforced by REST Superannuation which last week announced a 12....

Financial planning

Capital Guaranteed Investments Limited has partnered with Credit Suisse to launch three capital guaranteed securities, collectively known as Credit Suisse ORB Investment ...

Superannuation

New survey data published by the Institute of Chartered Accountants has put paid to suggestions that the new choice of superannuation fund will lead to a surge in the est...

Financial planning

Colonial First State has restructured its marketing department to bring marketing functions closer to the areas they support, resulting in the retrenchment of the divisio...

Financial planning

Differences in disclosure documents between major superannuation providers currently permitted by regulators and industry associations are making it too hard for investor...

Superannuation

The Investment and Financial Services Association has released a fact sheet on self-managed super funds, the 30th fact sheet to be released in its online Getting the Edge...

Financial planning

Aviva has won a tender to supply investment platform services to HBOS’ financial planning arm, St Andrews....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

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

4 months 4 weeks ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 3 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

6 days 18 hours ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 2 days ago