DIRECTOR
Funds management
A former director of Trio who says he departed his role long before the collapse and after citing governance issues has strongly criticised APRA....
Financial planning
APRA has commenced proceedings in the Australian Federal Court seeking the disqualification of former Trio Capital director David Millhouse....
People & Products
Julie Berry named as first Australian to head NZ planning body...
Superannuation
SPAA's Graeme Colley highlights the changes to death benefit pension rules....
Queensland LNP Government appoints Hockey’s wife to QSuper board....
Superannuation
Pengana CEO Russell Pillemer has reinforced the need to examine inherent risk in investment portfolios as Australia's baby boomers approach retirement....
People & Products
CBA’s Patricia Montague to join AMP Financial Services overseeing superannuation and retirement products...
Financial planning
When it comes to servicing Australia’s ageing and increasingly wealthy population, many advisers overlook the opportunities that exist in philanthropy. Lawyer Vincent Ho...
Superannuation
MLC's Peter Hogan outlines the benefits and risks of adding children or other family members to an SMSF. ...
Financial planning
Latest research shows up to half of clients using bank-aligned financial planners think their adviser is ‘independent’....
Funds management
North platform closes older guarantee options but offers three new funds. ...
Financial planning
Seaview Consulting believes planning firms can translate the FOFA changes into a business opportunity....
People & Products
HLB Mann Judd has grown its Australian wealth management businesses with the appointment of two new partners and three new directors....
Superannuation
Industry super funds appear to be making desperate attempts to retain those members most likely to break away and set up a self-managed super fund, as Damon Taylor report...
Superannuation
SPAA’s Graeme Colley sees positive outcome from changes to non-reversionary pensions settings....
Never miss the latest news and developments in wealth management industry
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...