EXECUTIVE DIRECTOR

Financial planning

ASIC senior executive of strategy Malcolm Rodgers to retire on December 18....

Financial planning

Report findings reveal that managed responsible investment portfolios fell 3 per cent less than the broader market over the past financial year....

Funds management

Noting an uptick in retail investor sentiment towards property, NAB has launched its first property trust in two years....

Life/Risk

Will be responsible for strengthening Macquarie’s personal and business insurance services...

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Financial planning

The Association of Independently-Owned Financial Planners has been appointed to manage Holden's redundancy program at its Elizabeth plant in Adelaide....

Financial planning

Macquarie moves to extend its reach into North America and Europe by acquiring a specialist investment bank, FPK....

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People & Products

Macquarie Funds Management's Bruce Murphy has been appointed to head up BNY Mellon in Australia....

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Financial planning

There are tentative signs discretionary bonuses in employee pay packets are making a comeback....

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Financial planning

BENJAMIN LEVY reports on the growing use of reverse mortgages to shore up diminishing client wealth....

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Financial planning

Considering that the baby boomer generation will retire within the next 10 years and their superannuation investments have plunged, they may have no choice but to turn to...

Financial planning

Employment demand for financial planners increased in the last quarter for the first time since the start of the global financial crisis, according to recruitment special...

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People & Products

Former UBS executive Piers Bolger will now be responsible for the research covering Securitor, St George and Westpac dealer groups....

Financial planning

Platform provider netwealth has added three new funds to its Investor Rewards Program, which was launched earlier this year....

People & Products

Macquarie Adviser Services recruits AMP's Cameron Spittle to head up sales for Macquarie Wrap....

Life/Risk

The Association of Independently-Owned Financial Planners board is today meeting with Australia's five insurance underwriters to ask for a 25 per cent reduction in PI pre...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks 1 day ago