EXECUTIVE DIRECTOR
Financial planning
Firstfolio has launched a variable rate home loan that will track the RBA cash rate for the first three years from settlement....
Financial planning
An industry-wide increase in responsible investment practices has been led by a 50 per cent jump in responsibly invested financial adviser-managed portfolios, according t...
Life/Risk
Introducing an additional insurer – Asteron – on its FirstChoice platform may make Colonial First State a leader, but it appears to be short of followers at p...
Superannuation
The Self-Managed Super Fund Professionals’ Association of Australia (SPAA) has appointed Peter Crump and Andrew Hamilton to its board....
People & Products
The AIOFP has appointed Lifespan Financial Planning managing director John Ardino and Maddern Financial Advisers president Dennis Maddern as directors....
Financial planning
New discussions have emerged about separately managed accounts (SMAs) and their potential for future growth, as some fund managers have allowed for coexistence between wr...
Financial planning
In light of some dealer groups making a move towards improving their own professional standards, there have been more calls for higher education standards for financial p...
Superannuation
Lonsdale Financial Group has offered extended support to accountants wishing to continue giving self-managed superannuation fund (SMSF) advice after the financial service...
Funds management
The popularity of investment products tied to equity based investing has increased with investor sentiment, but consumer demands have changed, according to Macquarie̵...
People & Products
Audit and tax services provider, KPMG, recruited former Colonial First State Global Asset Management (CFSGAM) head of property and alternative investments James O’L...
Financial planning
Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...
Financial planning
A record number of global institutional investors have committed to the UN-backed Principles for Responsible Investment in the past year, taking the total number of signa...
People & Products
Former head of acquisitions and succession for AXA’s Financial Advice Network, Steven Davison, has moved to Genesys Wealth Advisers to take up the newly created pos...
Financial planning
MSCI Australia has launched a competitor Australia 200 index as well as a high dividend yield index as it seeks to provide more domestic offerings....
Superannuation
US workers are increasingly worried they will not have enough money to retire and that their politicians do not understand the situation they are facing....
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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...