EXECUTIVE DIRECTOR
Superannuation
An increasing number of investors are not getting enough information and advice on self-managed superannuation funds (SMSFs) and are suffering as a result, according to W...
Funds management
Troubled financial services company Superwoman Group has recorded a loss of over $5.8 million for the financial year ending 30 June 2010, which the company attributed to ...
Financial planning
Dimensional has boosted its investment and compliance teams, recruiting Thomas Reif from JPMorgan and Rod Mair from BGI/BlackRock....
Financial planning
The research supporting ESG investments needs to be more transparent, according to industry investments and governance specialist, Robert Fowler....
Financial planning
More women are emerging as both investors and financial services professionals in what has largely been perceived as a male-dominated environment, according to industry h...
Superannuation
Financial services company Superwoman Group is proceeding with legal action against its former senior management with regards to a related party loan amounting to $540,52...
Financial planning
Netwealth Investments has announced it is launching a new integrated insurance facility, LifeWRAP, in conjunction with AIA Australia....
Financial planning
The Financial Planning Association (FPA) is partnering with the Responsible Investment Association of Australasia (RIAA) to educate its members about responsible investme...
Financial planning
Litigation funding firm IMF Australia will fund claims on behalf of certain local councils against Local Government Financial Services, ABN Amro Bank and McGraw-Hill Inte...
People & Products
UBS Global Asset Management has reappointed National Australia Bank's asset servicing division to provide custody and administration services for UBS GAM's A$8.1 billion ...
People & Products
The former head of ipac Financial Planning, Sally Manion, has been recruited by Snowball Group....
Financial planning
Tailored, white label structured solutions are in demand with dealer groups and boutique fund managers wishing to gain access to broader asset classes and differentiate t...
Financial planning
Platform provider netwealth has negotiated cheaper insurance premiums with AIA Australia as part of the renewal of a three-year contract and a broader insurance review....
Financial planning
Female director appointments to ASX200 company boards have jumped 20 per cent in 2010 ahead of changes to the Australian Securities Exchange Corporate Governance Principl...
Financial planning
Macquarie Funds Group has taken a majority stake in real estate funds manager Rismark, with a Macquarie executive being appointed as chairman....
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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...