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Financial planning
Treasury Group has announced a management reshuffle that will see the group put a greater focus on managing and growing its existing boutique investment managers rather t...
Financial planning
The Financial Planning Association (FPA) is confident its membership is well-positioned to endure any future shadow shopping surveys due to marked improvements in industr...
Editorial
AMP Capital Investors has appointed former Asia Pacific client and marketing director Stephen Dunne to the position of managing director, following the retirement of 45-y...
People & Products
Australian Financial Services (AFS), which has been without a full-time managing director since August, has appointed insurance group OAMPS Financial Management chief exe...
Financial planning
Financial services education provider Tribeca has completed its integration of six business units acquired over the past three years with the last of those groups today a...
Financial planning
Sealcorp will not pitch its low cost platform, Elements, into the market on the basis of price, stating such a move would reduce it to the level of a commodity, according...
Financial planning
The Financial Planning Association (FPA) has declared its membership is geared for Financial Services Reform (FSR), with 97 per cent of its principal members having recei...
Editorial
ING Australia has silenced critics of its funds management joint venture with ANZ, after the business posted a 50 per cent increase in net profits for the year to Decembe...
Financial planning
IWL Limited released results today for the half-year to 31 December 2003, reporting a record net profit after tax of $2.51 million - an increase of 631 per cent compared ...
Financial planning
Back-office provider PremiumChoice Portfolio Services has re-negotiated its existing contract with platform provider Navigator, due to expire in 2007, with the two groups...
Editorial
Promina Group, formerly Royal & SunAlliance, has reported solid performance in its first year as a listed and rebranded entity with each of its three business units contr...
Superannuation
The Investment and Financial Services Association (IFSA) has welcomed changes to the superannuation and retirement income system following an announcement by the Federal ...
Financial planning
AMP, in a rare bout of good news, has revised its profit expectations upward for the calendar year ending 2003 following an improved performance across its business units...
Financial planning
Further restructure at newly listed IOOF will see two senior staffers depart the group today in light of plans to consolidate the firm’s executive sales roles and create ...
Financial planning
Financial planning software provider Xplan Technology will integrate the risk profiling system of FinaMetrica (formerly ProQuest) after the two groups signed a deal to me...
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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...