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....
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...
Financial planning
Challenger’s Fidante makes key BDM appointment with view to international prospects....
People & Products
Challenger’s multi-boutique funds management business Fidante Partners has appointed investment banker Gabrielle Munzer as a senior business development manager. ...
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...
People & Products
Fund manager Legg Mason has recruited a senior JP Morgan staffer to become its director of sales....
Financial planning
HFA founder and chair Spencer Young resigns, ending a 15-year involvement with the group....
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 ...
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....
Financial planning
Vanden Boom departs Morgan Stanley to take up key IFM Investors BD role....
Superannuation
SMSF specialists outline a two-tier approach for SMSFs to address longevity. ...
Financial planning
WA-based online software provider Decimal set to list on ASX and shift to east coast before rollout to planners....
Financial planning
Signs are emerging of an upturn in merger and acquisition activity in the financial planning and accounting space....
Financial planning
Platform provider netwealth has launched a mobile web app for advisers and announced a number of other major upgrades for 2014....
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
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...