EXECUTIVE DIRECTOR

Financial planning

Many investors are growing bullish about the global economy, with falling market prices in the United States (US) and continuing sovereign debt issues in Europe creating ...

Tools & guides

David Shirlow takes a look at the Government's concessional superannuation contribution changes and what they mean for clients....

Financial planning

Boutique fund managers need to be more aware of currency movements....

Superannuation

Platform provider netwealth has introduced a foreign-currency investment option that targets UK residents who are rolling over their superannuation to Australia under the...

Financial planning

FIIG Securities has launched a new product that it claims will make it easier for planners to manage their clients' term deposits....

Financial planning

Some volume rebates may survive the Federal Government’s Future of Financial Advice reforms....

Financial planning

The Association of Independently Owned Financial Planners (AIOFP) has launched a private label eWrap platform via its member-owned administration business, Personal Choic...

Financial planning

Governments cannot legislate financial literacy, according to iPac executive director Paul Clitheroe....

Superannuation

Platform provider netwealth has relaunched its self-managed superannuation fund (SMSF) service three years after its initial launch....

Financial planning

The value and effectiveness of the Government’s financial literacy programs for adults have been called into question as a number of new initiatives are introduced ...

Financial planning

Investors are becoming increasingly worried about how the Australian share market might react to the flood disaster in Queensland, but their concern might not be justifie...

Funds management

International asset manager Threadneedle has attracted fund managers from Goldman Sachs and Aberdeen Asset Management to join its global emerging markets equities and fix...

People & Products

Industry Funds Management chief executive Brett Himbury has boosted the company’s business development team with the appointment of Umberto Mecchi as executive dire...

Financial planning

New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias the advice gi...

Financial planning

MLC takes 100 per cent of Meritum Financial Group as it tidies up the loose ends of the Aviva acquisition....

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MARKET INSIGHTS

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

1 month 3 weeks ago

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

2 months 2 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...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 3 days ago

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

1 week 5 days ago

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

1 week 3 days ago
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