DIRECTOR
People & Products
Cameron to replace Jim Tate, who leaves the board to take up a new position within Westpac as head of retail banking....
Financial planning
The Senior Australian Equity Release Association of Lenders has called on the Federal Government to include reverse mortgages within its $8 billion special relief package...
Financial planning
A number of financial planning dealer groups are taking advantage of the economic downturn to boost their client numbers and revenue by offering redundancy packages to co...
Financial planning
The Australian Securities and Investments Commission has initiated proceedings against four Queensland men on charges relating to dealing in Westpoint products without ho...
Editorial
Following an index may not be a glamorous investment strategy, but it can offer value and reliability in difficult market conditions....
Financial planning
Most financial advice firms in Australia are sufficiently profitable to ride out the current market downturn, according to Terry Bell, director of financial planning rese...
Financial planning
ASFA hoping most funds will be providing access to financial advice by 2014....
Financial planning
AIMS Financial Group (AIMS) planning to make strategic investments in other companies following its 15.8 per cent stake in struggling property funds manager MacarthurCook...
Policy & Regulation
Investors in timber agribusiness managed investment schemes who default on their loans may find themselves facing substantial tax bills....
Financial planning
Applications are open to investment consultants and analysts for a prestigious scholarship....
Financial planning
In the good times, revenue from platforms have been a strong source of income for dealer groups and advisers...
Financial planning
Ignite Financial Systems and Research, the software company closely associated with Storm, will meet the regulator in the Brisbane Federal Court today....
Financial planning
Antiquated voting systems are undermining the ability of major financial services institutions to exercise their voting rights on key issues such as executive remuneratio...
Funds management
Fund of hedge fund fees are so high that the average fund performs well below the average balanced fund, according to new research by Farrelly's....
Financial planning
Bankwest says back-office support roles will be affected but denies suggestions that customer-facing roles will also face the chopping block....
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...