EXECUTIVE DIRECTOR

Financial planning

Macquarie's agribusiness operations, including its managed invested schemes, have been merged into a single division; looking to expand and raise capital overseas....

Superannuation

The Investment and Financial Services Association has urged the Federal Government to steer clear of radical change to the retirement savings system and instead embrace s...

Funds management

Boutique fund manager Opis Capital is changing its name to OC Funds Management this month to avoid any confusion with failed stockbroking group Opes Prime. ...

Funds management

Wealth management team appointed to positions within new executive committee following the merger of nabInvest, MLC and NAB Private and Institutional Wealth....

People & Products

An increasing demand for FIIG’s fixed income services has seen FIIG Securities announce the appointment of Paul Gray to the position of head of private client services....

Financial planning

Former head of corporate broking business has been named Pengana Capital's executive director....

Editorial

OVER the past several years the Financial Planning Association (FPA) has, on its members’ behalf, run a substantial promotional campaign on the ‘value of advice’. This ha...

Financial planning

Net asset value analysis doesn't work....

Financial planning

AIOFP puts proposal before three major industry funds to provide advice to their members, using its recent 'cultural conversion' to fee-for-service as the lure....

People & Products

Chris Skilton temporarily takes on top job....

People & Products

Nick Basile appointed investment director within direct asset management....

Financial planning

Loosmore replaces Hooper as wealth management CFO....

People & Products

Previous national life risk sales manager at Zurich....

Financial planning

Clyne expands role to cover both Group and Australian region....

Financial planning

Criticisms of regulatory environment for carbon reduction infrastructure....

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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 3 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 4 weeks ago

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

3 weeks 5 days ago

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

2 weeks 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 5 days ago
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