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Financial planning
Trust Company has appointed former Challenger consultant Assyat David to head up its financial services division and complete a group-wide business review kicked-off in A...
Financial planning
It has been six months since chief executive officer Kerrie Kelly began the structural makeover of the Financial Planning Association (FPA) and at last count the number o...
Financial planning
Perth-based dealer firm Western Pacific Financial Group has unveiled an ambitious organisational expansion that involves the formation of a holding company to sit above a...
Financial planning
Former Sagitta Wealth Management chief executive Peter Martin is set to return to the market later this year as head of a new start-up venture - Rismark International Lim...
Financial planning
Melbourne based fund manager OFM Investment Group has struck a deal with Credit Management Australia (CMA) to becomes it’s the first client for the latter’s risk manageme...
Financial planning
The introduction of straight through processing for dealers and planners heralds a new era in client communication. Lucia Appleby reports....
Financial planning
Faster, higher, stronger could easily be the motto of the Bridges group, as it strives to continually add more value for its planners and clients. Freya Purnell reports....
Financial planning
The SwimEC (Super, Wealth and Investment Management Electronic Commerce) industry initiative mounted by the Association of Superannuation Funds of Australia (ASFA), the I...
Financial planning
Distributors need to choose between wanting extra capital or extra control when deciding whether or not to offer equity stakes to their advisers. Ross Kelly reports....
Editorial
Robert Keavney returns to the topic of hedge funds, and stands firm on his view that this asset class requires a higher level of wariness among advisers....
Superannuation
Nick Bruining takes a serious look at the impact of choice of fund legislation on the asset management and self-managed super arena....
Accounting
Accountants have warmly welcomed the recommendation by the Parliamentary Joint Committee on Corporations and Financial Services (PJCCFS) to allow them to provide advice o...
Financial planning
Aviva is offering financial support to dealer groups seeking to gain their own Australian Financial Services Licence (AFSL) and states it has now helped secure over 50 AF...
Financial planning
Associated Planners Financial Services (APFS) shareholders delivered a landslide vote last week in favour of Challenger Financial Services Group’s (CFSG) proposal to acqu...
Financial planning
Aurora is heading into new territory with its focus on the risk and superannuation advice market. Rebecca Evans reports....
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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...