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CHIEF EXECUTIVE

Financial planning

Parametric grows its Australian team with new senior analyst....

Financial planning

Commbank has continued to perform despite some struggles within its wealth management businesses....

Financial planning

Valuations of financial planning practices are set to stay steady over the next 12 to 24 months provided the banks maintain their current lending practices, a business br...

Superannuation

ISA’s Whiteley claims the existing default funds regime is a safety net sanctioned by three inquiries, including FSI....

People & Products

Financial planning firm, Anne Street Partners (ASP), has appointed former St George Financial Planning executive, Jason Dunn, to the role of head of strategy and advice w...

Funds management

Interest in international markets has continued to rise with many investors determined to shift into those sectors in the next three months according to research conducte...

People & Products

Challenger announces new strategy role for Rob Woods and recruits Commbank’s Ian Saines as CEO, Funds Management....

Financial planning

Centuria makes key appointments to strengthen distribution capability....

Financial planning

Listed back office investment services provider, MDS Financial Group, will purchase boutique financial planning group Sequoia Wealth Group (SWG) and rebrand all its entit...

Financial planning

National Australia Bank has reported a solid first quarter trading result with first quarter cash earnings up six per cent on the prior corresponding period to $1.65 bill...

Superannuation

For some financial planners industry superannuation funds are just another product option while for others they represent an unfair playing field and an attack on the adv...

Financial planning

Baby boomers will be the last generation focused on financial advice with planners needing to convince people to take up advice while also introducing new blood into thei...

Superannuation

Compare the pair. It is likely these three words are some of the best known, and most irritating, among financial planners and advisers and have grated with them for the ...

Financial planning

BT Financial Group affected by changes to Westpac CEO reporting lines....

Superannuation

Industry funds have been around since the earliest days of superannuation but in recent years have moved into providing advice and banking services bringing them head to ...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 1 day ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 1 day ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 3 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks ago