EXECUTIVE DIRECTOR
Financial planning
The Association of Independently-Owned Financial Planners (AIOFP) is lobbying key regulatory and administrative stakeholders over the management of now defunct fund manag...
Financial planning
A coalition of global investors is writing to 86 major companies urging them to honour the reporting requirements of the United Nations Global Compact, the world's bigges...
Superannuation
JP Morgan has asserted that the super industry needs to look at alternative styles of investment that are more closely tailored to the needs of those nearing retirement....
Financial planning
The administrators of Trio Capital, also known as Astarra Capital, have indicated all investments registered through National Australia Trustees are accounted for....
Editorial
Lack of appropriate investment options forces too many retirement investors into unsuitable investments. It’s time for a rethink - and the Cooper Review offers the ideal ...
Financial planning
Macquarie Global Investments has launched another capital protected product in response to demand from advisers....
Financial planning
Peter Dawson and Julie Rigoni have teamed up to launch a new business advisory consulting firm for Australian and offshore investment managers....
Financial planning
A focus on broader superannuation policy has left a number of the technically challenging details introduced in the Better Super package unresolved, particularly where co...
Financial planning
Melbourne-based superannuation administrator GPen changes name to Admin Partners....
Editorial
Investors with ethical sensitivities may prefer certified responsible investment funds, but do they really understand where their money is going and to what extent do the...
Financial planning
Financial services licensees must stop the merry-go-round of bad advisers, with the industry failing to add substance to the rhetoric of 'weeding out the bad apples'....
Financial planning
Equiti will offer financial planners 10 per cent of its property funds management business....
Financial planning
The global financial crisis (GFC) has caused unnecessary concern around more complex investment products, leading investors to miss out on significant gains, according to...
People & Products
George Jamgochian and Kirk West appointed as executive director US distribution and executive director international distribution respectively....
Funds management
Equiti Funds Management has launched its first direct property fund amid signs the commercial property market has started to bottom....
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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...