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Financial planning
Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer John Nairn in the newly created role of chief operating officer....
Financial planning
Perpetual Trustees Australia managing director Graham Bradley is leaving the company after eight years in the position....
Financial planning
The financial services industry has delivered a mixed response to the Federal Budget, with one association lambasting the Government for “walking away” from Australia’s r...
Editorial
The financial planning industry in the UK is in a state of flux. Lisa Bowman reports....
Funds management
Morningstar has added its style box tool to Australian equities funds rated by the group as part of an ongoing rollout of the tool in the local market....
Editorial
The industry is full of elephants, says Rob Keavney, but the elephants’ days are numbered....
Financial planning
AMP Financial Planning has announced a $5 million package to support its financial planners, who are said to be suffering due to a slated split between AMP’s Australian a...
Financial planning
The Financial Planning Association (FPA), in an attempt to stave off criticism it fails to fully represent its membership base, has appointed two staffers to focus solely...
Financial planning
AMP Australian Financial Services has selected Asgard as the service provider for its e-wrap platform following an extensive due diligence process of potential providers....
People & Products
Norwich Union has appointed a new head of development in a bid to get its troubled financial software, PlanIt, back on track....
Financial planning
The Association of Superannuation Funds of Australia (ASFA) has confirmed an exclusive report from Money Management over a week ago that the SuperEC and MFundEC electroni...
Financial planning
Tower Australia has appointed John de Zwart as its new chief financial officer, reporting to chief executive Jim Minto and the Tower group’s chief financial officer, Will...
Financial planning
70 per cent of Australian workers will receive a positive return on their superannuation funds for the 2002/03 financial year according to the Association of Superannuati...
Financial planning
The Commonwealth Bank of Australia’s (CBA) international wealth management businesses First State Investments UK and First State Investments Asia are to be combined and r...
Financial planning
Financial planning group Ipac Securities has increased its stable with the integration of two new groups in regional areas of New South Wales (NSW) and Victoria....
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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...