CHIEF EXECUTIVE
People & Products
Former AllianceBernstein chief executive Michael Bargholz has been recruited to Fidelity as a senior investment director....
Superannuation
Shorten and Cormann join battle on super while industry calls for policy stability....
Financial planning
The Association of Financial Advisers (AFA) has announced the launch of its 2013 GenXt Road Show with this year’s theme being The Age of Consumers....
People & Products
Chris Corneil has stepped down as Russell Investments’ Australasia chief executive after the position was removed as part of a corporate restructure....
Financial planning
As the Financial Planning Association (FPA) opens enrolments for its 2013 Certified Financial Planner (CFP) program, chief executive Mark Rantall says the year ahead look...
Superannuation
As superannuation funds continue to build out their scaled advice capabilities, online solutions are helping to build greater efficiency for members to action advice in r...
Financial planning
Since the relaunch of the CARM Guided Planning System (GPS) as a free trial in October last year, there are now more than 250 financial advisers registered with the finan...
Financial planning
The global number of Certified Financial Planners (CFPs) grew by more than 8000 over the past 12 months to end 2012 at 139,818, according to the Financial Planning Standa...
Superannuation
The SMSF Professionals' Association of Australia (SPAA) has signed up to a UN committee that supports approximately 300,000 advisers globally....
Financial planning
Finance and investment administration provider Wealthtrac has launched a back-office administration service for boutique advisory firms....
Financial planning
Global investment manager Standard Life Investments has joined the chorus of those suggesting that investors are increasingly ready to exit cash and other so-called "safe...
Superannuation
A major industry superannuation fund is changing its legal structure to allow SMSFs to invest in its underlying investment platform....
Financial planning
Many baby boomers would prefer to handle their own affairs, according to a new superannuation survey....
People & Products
Responsible Investment Association Australasia (RIAA) has appointed Simon O'Connor chief executive following the resignation of long-serving CEO Louise O'Halloran....
Life/Risk
QBE has declined to directly confirm reports it is in the process of cutting up to 700 jobs....
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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...