EXECUTIVE DIRECTOR

Financial planning

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

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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. ...

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Funds management

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

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Financial planning

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

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Financial planning

Matrix promotes two staffers and outsources paraplanning...

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Financial planning

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

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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...

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Life/Risk

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

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Financial planning

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

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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...

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Financial planning

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

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Financial planning

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

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Superannuation

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

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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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People & Products

Former HSBC Global Asset Management chief investment officer Dr Paul Kasian has joined Equity Trustees (EQT) as head of equities....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

13 hours 51 minutes ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

15 hours 35 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 15 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago