EXECUTIVE DIRECTOR

Editorial

As the shadow of the Global Financial Crisis finally passes, the popular ‘safety in cash’ philosophy seems to have departed too. But with an ageing population and the mem...

Financial planning

Australians have not entirely abandoned cash despite lower interest rates and recovering share prices. ...

Funds management

Financial services group Wealth Within has unveiled a new direct-to-client platform, which it says will remove administrative inefficiencies and reduce investor costs. ...

Funds management

A group of local and international investors have praised the current environment as optimal for retail investment in alternatives. ...

Financial planning

The CSIRO and Monash University have launched a specialist superannuation research cluster....

Financial planning

Matrix promotes two staffers and outsources paraplanning...

Financial planning

New US research suggests planners need to be careful about making assumptions about what female clients want....

Financial planning

The majority of chief executives in Australia believe technology plays a significant role in developing and bringing new financial products to the Asian market, according...

Life/Risk

A new partnership will see Zurich added as the third insurer to netwealth’s LifeWrap facility....

Financial planning

The finance sector outlook is positive, but change will be an ongoing feature....

Editorial

With Parliament having risen for the final time before the Federal election and the new legislative settings now largely in place, Lisa Claes says that when the regulator...

Financial planning

The former Treasury deputy secretary who oversaw much of FOFA, Jim Murphy, has been appointed Rudd’s chief of staff....

Financial planning

ING Direct leverages off rapid growth in mobile interaction to develop customer-focused app....

Superannuation

Westpac, Commbank and The Benevolent Society team to launch bond aimed at addressing social benefit issues....

Superannuation

The Board of the SMSF Professionals' Association of Australia (SPAA) has returned its founder and chief executive Andrea Slattery to the body for the second time citing g...

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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’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 18 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago
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