DIRECTOR
Financial planning
The latest Fitch Ratings analysis gives Australia’s banks a ‘thumbs up’ despite continuing funding issues....
Financial planning
Performance hurdles that include a measure of long-term relative total shareholder return (TSR) are not only aligned with shareholder interests but are also easily define...
Financial planning
Hiring patterns across the banking and financial services industry show some sectors are booming while others, such as financial advice, reveal a decrease in hiring activ...
Financial planning
The Minister for Financial Services and Superannuation, Chris Bowen, has announced the appointment of Kathleen Farrell as president of the Takeovers Panel from 1 Septembe...
Financial planning
Russell Investments is launching an expanded manager due diligence service, combining traditional research and selection of investment managers with investment program ma...
Financial planning
ASIC has succeeded in having the Federal Court overturn an AAT decision lifting a banning order on a Queensland planner....
Financial planning
After last week's comments on off-shoring made by Coalition leader Tony Abbott, the Finance Sector Union has again called for all political parties to voice concerns and ...
Superannuation
New FINSIA research reveals continuing challenges regarding financial wellbeing in retirement, including operational risks for SMSFs in retirement....
Superannuation
The acting chief financial officer and company secretary of listed financial services company Superwoman Group has resigned after being in the role for fewer than three m...
Financial planning
ANZ-owned dealer group Millennium3 Financial Services has withdrawn its principal membership of the Financial Planning Association....
Financial planning
The possibility of standardised commissions has emerged as an option as major insurers have urged the Federal Government to act cautiously and consult widely on the Coope...
People & Products
Former MLC chief Peter Scott appointed chairman at Perpetual; to lead the search for David Deverall’s replacement....
Financial planning
Stephen Hart compares the riskiness of equities in relatively 'good' and 'bad' times, and argues that bonds have a place in every balanced portfolio....
Financial planning
Master trusts have outperformed industry funds in the year to June 2010, but only for the second time in the past decade, according to latest figures from Chant West....
Funds management
A Melbourne property promoter has been disqualified from managing corporations for five years following his involvement in 26 failed companies....
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...