DIRECTOR
Financial planning
Lifestyle Financial Services has become the third practice to join Commonwealth Bank-aligned dealer group Financial Wisdom....
Financial planning
AMP has announced that Multiport managing director John McIlroy will leave the company and be replaced by Libby Roy....
Financial planning
ASIC has accepted a permanent undertaking from an Adelaide-based financial adviser to permanently refrain from providing financial services....
Editorial
A patchy economy and global turmoil has left the industry grappling with a jumpy share market and turning to active management in a bid to stave off negative returns. Ben...
Financial planning
Chartered accounting and advisory firm William Buck has moved to boost the size and reach of its audit and assurance division with a key appointment....
Funds management
Bond exchange-traded funds (ETFs) shouldn't replace term deposits in portfolios - rather, they should be used strategically to achieve investor goals, says Russell Invest...
Funds management
Simon Ho, Triple 3 Partners director says investing in volatility is not a passing trend but constitutes a revolutionary new way of investing....
Policy & Regulation
With the mandatory start date of the FOFA reforms deferred to 1 July 2013, dealer groups will have more time to develop a scaled advice offering that works for them, a te...
People & Products
Richard Grellman will take the position of non-executive chairman for Genworth Australian companies, supporting the company's efforts to gain a minority share IPO of its ...
Financial planning
A new service has been launched aimed at linking dealer groups with financial advice businesses....
Superannuation
Superannuation returns enjoyed their second positive month in February on the back of strong local and global share market performances....
Financial planning
A financial advice matchmaking service that seeks to match financial advice practices with dealer groups looking to acquire practices has been launched in Brisbane....
Financial planning
Financial services educators are aiming to be prepared for whatever changes may arise from the ASIC's CP153 consultation paper into education standards, even though no ne...
Financial planning
With corporate insolvencies on the rise, there are a number of due diligence processes that Australian business owners can take to mitigate the risk of being left with un...
Superannuation
The Australian Institute of Superannuation Trustees is advocating the appointment of more women to superannuation fund boards....
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...