director

Editorial

Growth in financial services recruitment defies market gloom

Bela Moore and Andrew Tsanadis find some pockets of the financial services industry are hiring while others have brought their recruitment activities to a halt....

Terminally ill risk super tax bill

Terminally ill clients who attempt to roll over their superannuation could end up with a big tax bill, warns OnePath technical services manager Scott Quinn....

Financial planning

Risk agent banned for life

After taking more than $150,000 from 100 of his clients, Mayfield-based risk agent Phillip Paddison has received a permanent ban from the financial services industry, ASI...

People & Products

AMP appoints new head of corporate superannuation

AMP Financial Services has announced the appointment of Libby Roy as director of corporate superannuation....

Financial planning

Property management blow-up turns to planner mail-out

Cyre Trilogy has resorted to contacting financial planners to try and force APGF to hand over the register for one of a number of trusts the pair have been battling over....

Financial planning

ASIC bans unlicensed Sydney financial adviser

An unlicensed Sydney-based financial planner has been permanently banned from providing financial services by the Australian Securities and Investments Commission....

Superannuation

SPAA wants superannuation pension stream clarified

SPAA has called on the ATO to clarify superannuation income streams so SMSFs are not caught out by new legislation....

Superannuation

Director penalty changes have superannuation implications

Accounting firm RSM Bird Cameron has warned company directors that they need to make themselves aware of changes to director penalty notices, which include changes to pay...

Financial planning

Wanted: female financial advisers

Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....

People & Products

First State expands ESG team

First State Investments has appointed two new executives to take charge of responsible investing and improve ESG....

Funds management

Russell's survey to rank fundies' after-tax performance

Russell Investments is set to launch a new survey which would measure and rank fund managers on their after-tax returns....

Financial planning

Former director faces 88 dishonesty charges

A former director of a South Australian insurance broker has appeared in the Adelaide Magistrates Court on 88 charges of dishonesty following an investigation by ASIC....

Rate the raters

Zenith defies underdog status

Zenith may be the underdogs when comparing the resources of other ratings houses, but Money Management’s Rate the Raters 2012 proved you don’t need shiny toys to play wit...

Superannuation

AMP set to acquire Cavendish Group

AMP is moving to acquire Cavendish Group and will set up a new self-managed super fund business unit that will be led by Paul Sainsbury....

Financial planning

Social media a 'stab in the dark' for financial advisers

Institutionally-aligned financial services providers are increasing their budgets for online marketing activities, but most financial planners are struggling to adequatel...