POWERED BY MOMENTUM MEDIA
DIRECTOR
People & Products
Macquarie Life has appointed Dave Evans as national key account manager, where he will be responsible for maintaining and developing alliances and dealer relationships ac...
Financial planning
Deutsche Asset Management enters into an arrangement to sell Desk Caddie to Strategy Steps....
People & Products
Zurich Financial Services Australia has appointed Iain Howie as its chief financial officer (CFO)....
Financial planning
Macquarie Group remains cautious about the broad economic outlook, but has nonetheless made strategic hires and is pursuing growth opportunities....
Financial planning
The removal next month of the Government’s wholesale funding guarantee is not expected to create any thaw for frozen mortgage funds....
People & Products
IFSA has welcomed new board member Ian Ward-Amber, managing director of Goldman Sachs JBWere Asset Management....
Financial planning
ASIC has obtained a declaration against former Citrofresh managing director and chief executive Ravi Narain that he engaged in misleading or deceptive conduct....
Policy & Regulation
Businesses are at risk of being taxed on 'potential' rather than 'actual' benefits should proposed changes to Division 7A of the Income Tax Assessment Act 1936 be finalis...
Funds management
ING Clarion is optimistic about the state of real estate investment trusts (REITs) in 2010, predicting solid growth and a total return from global REITs of between 5 per ...
People & Products
Former Challenger Financial Services executive James Bloom has joined T. Rowe Price as head of client service and consultant relations....
Financial planning
The administrators of Trio Capital, also known as Astarra Capital, have indicated all investments registered through National Australia Trustees are accounted for....
Life/Risk
John Ciacciarelli explains key person insurance and the capital gains tax issues it raises....
Editorial
Understanding what your client wants rather than what you think they want is the key to avoiding financial planning mishaps, explains Ray Griffin....
Financial planning
Bennelong points to investment opportunities by diversifying beyond the mining and energy mainstream....
Financial planning
HLB Mann Judd expects a sharp increase in small cap IPOs this year, but warns debt loads must be light and government incentives not relied on in earnings forecasts....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...