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Financial planning
The number of complaint schemes operating in the industry is set to shrink. John Wilkinson reports from the inaugural Financial Industry Complaints Service (FICS) confere...
Financial planning
Becoming a business development manager (BDM) is a legitimate career path in the financial services industry, says Peter Dawson, but to be considered true professionals, ...
Financial planning
Q: I am the nominated responsible officer of our Australian Financial Services Licence (AFSL). What am I responsible for and what am I potentially liable for?...
Editorial
The research market has been a busy area of financial services over the last 12 months particularly as a market of five players – IWL, Assirt, Morningstar, Lonsec and van...
Financial planning
AM Corporation, its LifeTrack Diversified Traded Policies (DTP) Fund, group founder David Smith and director Alan Rich will be formally issued with legal writs in Decembe...
Financial planning
A former director of a company associated with the failed Wattle Group was last week convicted in the Brisbane District Court on 12 charges of being knowingly concerned i...
Funds management
The funds management industry has been lambasted for its “uninspiring” lack of product innovation - a situation if not righted that will push more and more clients into d...
Financial planning
Asset consultants Intech Financial Services have announced the appointment of former Mercer Asia Pacific chairman and chief executive Bruce Cook as a director....
Funds management
Rivkin Financial Services, established by the embattled Rene Rivkin, is set to establish a funds management arm after having its application approved in principle by the ...
Financial planning
One of our panellists mused that a degree of Stephen van Eyk’s influence stems from the amount of media exposure he receives – “he’s mentioned every week in every industr...
Financial planning
Moves by a number of Winchcombe Carson planners to get IOOF managing director Rob Turner’s contract extended were rebuffed by chairman Ray Schoer at the group’s annual ge...
Financial planning
Garrisons managing director Kim White has announced his resignation from the group and with Synergy managing director Jim McKay moving into the role on an acting basis....
Financial planning
Former Navigator managing director Mat Walker has flagged his return to the platform market with launch of a new online integrated portfolio management system....
Financial planning
Australian retail investors will have access to investment portfolios created by van Eyk Research through a new listed investment company - Granite Three Pillars - when s...
Financial planning
Zurich Financial Services Australia (ZFSA) has replaced a number of investment managers in the Zurich Blended Series following an extensive review of incumbent managers b...
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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...