EXECUTIVE DIRECTOR
Financial planning
Goldman Sachs JBWere has launched a series of funds offering investors exposure to the indices of Asian, European, and emerging market economies....
Financial planning
The latest research conducted into the reverse mortgage market has shown the use of these types of products has continued to grow in a significant manner over the past 12...
Funds management
Pengana Capital has launched a European property trust through a joint venture with UK-based financial services firm Credo Group....
Financial planning
Australia is confronted by a shortage of financial planners capable of leading to spiralling levels of remuneration, according to the executive director of the Investment...
Financial planning
CPA Australia has teamed up with the Senior Australians Equity Release Association of Lenders to promote the benefits of reverse mortgages and dispel some myths surroundi...
Financial planning
ING has just completed an overhaul of its platform’s customer service processes after coming to terms with the fact advisers were taking their business elsewhere because ...
Financial planning
A former director of Progressive Investment Securities has been convicted on nine charges of making false statements under oath to the Australian Securities and Investmen...
Financial planning
Eight South Australian members of the Association of Independently Owned Financial Planners have been appointed to give financial planning advice to Holden employees retr...
Financial planning
Consumer protection body Choice has called for an improvement in the standards exhibited by mortgage brokers in regard to the information and advice they are issuing to t...
Financial planning
Reverse mortgage industry body, SEQUAL, has hit back at claims that seniors are at risk from commission-hungry financial planners, calling the comments unwarranted....
Financial planning
An unlicensed adviser in Queensland has received a five-and-a-half year jail term for the dishonest use of over $500,000 of investors’ money...
Financial planning
Western Australian mortgage broker Pauline Murray has become the first to receive a new reverse mortgage accreditation from the Senior Australians Equity Release Associat...
Financial planning
Privately owned Avenue Capital Management has opened a second North Sydney practice, continuing the organic growth strategy the group has employed since launching in 2001...
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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...