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Financial planning
Invesco Australia is embarking on a recruitment search to replace two senior executives following the imminent departure of its head of sales and marketing Peter Hodgson ...
Financial planning
Tower Australia has restructured its chief sales role by dividing the risk and wealth management aspects of the position in a move resulting in the departure of Tower hea...
Financial planning
Former AMP Henderson Global Investors head of retail distribution Krystyna Weston has announced her return to financial services by teaming up with consultants Tom Collin...
Financial planning
Financial services group Aviva, and its platform business Navigator are to roll out the group’s revised PlanIt planning software and will consider giving it to financial ...
Financial planning
The role of the business development manager (BDM) is one that has seen significant change over the past five years. BDMs were once regarded as those shiny, happy people ...
Financial planning
The ‘very poor’ ratings received by some dealer groups in the ACA/ASIC shadow shopping survey has led them to rethink how they operate. BEN ABBOTT investigates....
Life/Risk
‘Own Occupation’ definitions within TPD policies can be a minefield for advisers and clients. MARC FABRIS reports.ory...
Editorial
LUCIE BEAMAN spoke to Richard Gilbert and Brian Thomas about what will be the major influences on the funds management world this year....
Superannuation
A new professional accreditation for advisers on self managed superannuation funds (SMSF), who meet higher standards higher in the area than the minimum under PS 146, is ...
Financial planning
The Financial Planning Association has expressed deep concern at the Federal Government’s decision to allow accountants relief under the Financial Services Reform Act to ...
Financial planning
Morningstar’s push into the area of investment consulting has drawn its first success with the Auswide master fund signing the managed funds research house to a three yea...
Financial planning
MLC has launched a new platform for planners - AdviserCentral - and will roll it out to its 1,400 strong adviser network....
Financial planning
Platform provider Symetry has struck a deal that will see it distribute Customer Acquisition and Retention Management’s (CARM) Guided Planning System (GPS) to the 200 adv...
Financial planning
The Financial Planning Association (FPA) is reviewing the provision of education services and may even cease to offer courses according to chief executive Kerrie Kelly....
Financial planning
In early January, Hunter Hall International announced it was in the advanced stages of planning a listed investment company (LIC), and that between $50 million and $200 m...
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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...