DIRECTOR

Financial planning

AMP is looking to increase the number of Horizons Academy recruitments, with at least five intakes planned for 2012....

Financial planning

The former directors of Australian Capital Reserve have been sentenced to separate terms of imprisonment by the NSW District Court following an investigation by ASIC....

Financial planning

The Futuro Financial Services brand may survive under the ownership of AMP, despite the plan to have its financial planners licensed under Charter Financial Planning....

Life/Risk

Dealer group Synchron has accused life insurance companies and the Financial Services Council of deeming all discontinued life policies as churn, and presenting figures a...

Financial planning

AMP has invested in Futuro Financial Services, taking an initial 10 per cent minority stake with a plan to take full ownership of the business in five years....

Financial planning

Former Trio director John Godfrey enters into enforceable undertaking with APRA....

Financial planning

With little new business being written, most financial planning practices are reluctant to take on new staff - but there are still opportunities out there for recent grad...

Financial planning

ASIC has permanently banned a former financial adviser and company director after an investigation revealed he transferred more than $200,000 from client accounts for his...

Financial planning

Social media such as Facebook, Twitter and LinkedIn are more about marketing the services of financial planners than about advice delivery....

People & Products

Rice Warner actuaries have appointed Mark Blair as a principal of the firm to head its superannuation consulting practice....

Life/Risk

Different policy proposals are being suggested by the insurance industry to combat churn, but they have not been universally accepted. Who should be responsible for effor...

Policy & Regulation

A perception that volume rebates from product issuers to dealer groups will be allowed "in some shape or form" by the FOFA reforms prompted a turnaround in financial plan...

People & Products

Soon-to-retire QIC chief Doug McTaggart has been appointed to the Suncorp board....

Editorial

Portfolio administration firm Praemium has announced a $3.3 million net loss before tax for the first half of the 2011/12 financial year....

Funds management

More than 90 per cent of personal investments are held directly by individuals rather than investment products and platforms provided by major wealth managers, according ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

6 days 4 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 4 days ago
moneymanagement logo