CHIEF EXECUTIVE

Financial planning

Colonial First State (CFS) will offer wholesale pricing on its investment platform FirstChoice with an average total fee of 1 per cent....

Financial planning

Zurich Financial Services has recruited former AMP head of e-business Barry Tomkinson to a key executive posting focused on strategy, in what represents a pointed effort ...

Financial planning

The recent terse exchange between the Financial Planning Association and the Australian Investors Association revealed some of the deeper held suspicions relating to soft...

Financial planning

The financial services industry is bracing itself against the potential crippling cost of having to identify more than 9 million investors ahead of the Federal Government...

Financial planning

Boutique financial planning group Centrestone Wealth Advisory Group has confirmed its push into the lending advice space, with the launch of Centrestone Lending Advisers....

Funds management

Hedge fund managers have been called on to raise their industry profile and dispel the perception of secrecy that surrounds them if they intend to move into and remain in...

People & Products

GOLDMAN Sachs JBWere has flattened the executive reporting lines of its asset management arm resulting in the imminent departure of the business unit’s chief executive of...

Financial planning

Shadow Minister for Retirement Incomes and Savings Senator Nick Sherry has declared the Labor Party’s commitment to abolish exit fees on superannuation ahead of the up-co...

Financial planning

Tribeca Learning has signalled its interest in taking on the Financial Planning Association’s ongoing education offering - The Certified Financial Planner (CFP) designati...

Financial planning

From write-downs to shedding staff, it has been a tough couple of years for Tower, but as Ross Kelly reports, things are looking up....

Editorial

The chronic underinsurance problem in Australia is a financial disaster waiting to happen, but it does create opportunities for advisers. FREYAPURNELL reports....

People & Products

BT Financial Group head of wrap Dean Thomas has defected to Sealcorp after only six weeks in the role following the latter poaching him to join as its director of product...

Financial planning

RetireInvest is set to deliver its new franchise agreement and all commercial arrangements to proprietors after concluding its ongoing discussions on the matter yesterday...

Financial planning

Professional Investment Services shareholders will decide on whether to publicly float the group at its annual general meeting in October with strong profit growth this y...

Financial planning

The Securities Institute has teamed up with the Mortgage Industry Association of Australia to raise broking standards ahead of a regulatory shake-up in the sector analogo...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 ...

5 months 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 5 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...

1 week 2 days 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 5 days ago