EXECUTIVE DIRECTOR

Financial planning

NZ's Trustee Executors implements Bravura's Sonata product for KiwiSaver....

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Superannuation

People with ulterior motives are misusing Treasury data to drive their own agendas, according to a Money Management roundtable....

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Financial planning

In the lead up to the introduction of a public financial adviser register the Australian Bankers’ Association has said it will increase transparency, protection, and conf...

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People & Products

Founder of ETF Portfolio Solutions Tim Bradbury has announced he is moving to MSCI as its vice president of ETF client coverage in Australia....

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Superannuation

The Australia Institute has pointed to the danger of a blow-out in the cost of the tax concessions granted to super....

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Financial planning

Financial wellbeing among Australians is at record highs, and many have big plans to save on costs, ING Direct research showed....

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Life/Risk

Prime retail property assets are expected to remain a solid investment despite the growth of e-commerce, TIAA Henderson Real Estate (THRE) believes....

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Funds management

Large scale investment managers and superannuation funds will not be automatically successful due to their size with performance decreasing as managers move to protect th...

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Financial planning

Northward Capital picks up Uniting Financial Services mandate. ...

People & Products

Grant McCorquodale has joined FIIG Securities as its head of personal and intermediary clients, including financial planners....

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Financial planning

Fund manager, Copia Investment Partners, continues to build out its distribution team....

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Financial planning

De Vere launches Investment Strategy Division. ...

Life/Risk

TIAA Henderson Real Estate has secured a 50 per cent stake in a landmark office building and retail complex, for $300 million from the Mirvac Group....

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Financial planning

Former Macquarie Bank director, Guy Hedley, takes chair at Spring FG. ...

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Financial planning

More than 4000 customers of the CBA's planning businesses have registered for a review of the financial advice they received following the launch of the Open Advice Revie...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 10 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 11 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 10 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago