EXECUTIVE DIRECTOR

Editorial

While fixed income can still offer compelling value for advisers and investors, there are a few road traps to be mindful of, Ross Kent writes....

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Superannuation

Claims that tax concessions on superannuation will cost the Government $2 trillion a year are based on inaccurate figures and assumptions the Association of Superannuatio...

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Financial planning

Challenger’s Fidante makes key BDM appointment with view to international prospects....

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People & Products

Challenger’s multi-boutique funds management business Fidante Partners has appointed investment banker Gabrielle Munzer as a senior business development manager. ...

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Editorial

With post-retirement planning emerging as a major issue in 2014, Andrew Gale argues that there needs to be less focus on products and more focus on advice-based solutions...

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People & Products

Fund manager Legg Mason has recruited a senior JP Morgan staffer to become its director of sales....

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Financial planning

HFA founder and chair Spencer Young resigns, ending a 15-year involvement with the group....

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Editorial

The executive director of the Revenue Group within the Federal Treasury, Rob Heferen, made a very important point to last month’s SPAA conference in Brisbane: any change ...

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People & Products

Independent investment manager Dalton Nicol Reid has appointed Robert White as its new chief executive officer and head of distribution after Harley Dalton’s departure....

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Financial planning

Vanden Boom departs Morgan Stanley to take up key IFM Investors BD role....

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Superannuation

SMSF specialists outline a two-tier approach for SMSFs to address longevity. ...

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Financial planning

WA-based online software provider Decimal set to list on ASX and shift to east coast before rollout to planners....

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Financial planning

Signs are emerging of an upturn in merger and acquisition activity in the financial planning and accounting space....

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Financial planning

Platform provider netwealth has launched a mobile web app for advisers and announced a number of other major upgrades for 2014....

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Superannuation

The new super contribution level has pushed employer contributions to record levels and will spur asset managers to seek greater efficiencies....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 4 weeks 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 2 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 ago

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

3 weeks 5 days ago