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Financial planning
Australia’s peak industry body for the superannuation industry, the Association of Superannuation Funds of Australia (ASFA), has warned the Government that any increased ...
People & Products
Zurich Financial Services Australia (ZFSA) has appointed Matthew Drennan to the new role of director of investments (portfolios and funds)....
Financial planning
The head of retail distribution at Colonial First State, Paul van Rooyen, has left the group after only three months in the role....
People & Products
Former Macquarie Financial Services Group executive director Brett Spork will take on the position of chief executive with E-Trade, taking over the role from Michael Dele...
Superannuation
A new industry body has been launched with the hope of raising industry standards amongst financial planners operating in the self managed super fund (SMSF) sector....
Financial planning
Sanford’s independent directors have unanimously recommended that shareholders reject IWL’s buyout offer, following the delivery of an independent expert’s report by KPMG...
Financial planning
The Federal Government has rebuffed calls by the Australian Consumers Association (ACA) for superannuation choice legislation to be delayed in the wake of the release of ...
Financial planning
Former associate director with Assirt, Anthony Serhan, has joined rival research house Morningstar as head of consulting....
Financial planning
Deakin Financial Services and salary packaging and administration company, Salary Packaging Services Australia (SPS), have announced a strategic alliance intended to enha...
Financial planning
The Association of Superannuation Funds of Australia (ASFA) has claimed the superannuation surcharge is now affecting 10 per cent of the workforce each year....
People & Products
The combined BT/Sagitta group has suffered another setback, with the resignation today of the group’s head of listed property, Carlos Cocaro....
Financial planning
Assirt has downgraded Colonial First State’s (CFS) business management rating from ‘Strong’ to ‘Competent’ on the back of a spate of recent departures from the group....
Financial planning
Colonial First State (CFS) has lost three senior executives who have been poached by former chief executive Chris Cuffe to join him at CPH Investment Corp....
Financial planning
Professional Investment Services (PIS) has seen its plan to buy 50 per cent of a US dealer group fall through after negotiations faltered during the due diligence process...
Financial planning
Loyalty is fast disappearing as advisers shop around for the best deals from fund managers and dealer groups. George Liondis reports....
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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...