EXECUTIVE DIRECTOR
Financial planning
Statistics released by ING regarding consumer and adviser sentiment toward financial planning services have revealed a significant divide exists on the type of issues cli...
Financial planning
Asgard Wealth Solutions and Macquarie have come out on top in this year’s Assirt/Wealth Insights Service Level Survey, voted by financial planners as being the best platf...
Editorial
The future of corporate funds, outside of the very largest ones, has emerged as a major source of speculation within the super industry under Choice. Speculation ranges f...
Financial planning
The majority of financial planners feel a rogue element among their ranks or media beat-ups are chiefly responsible for the negative perception associated with the financ...
Financial planning
Any analysis of the success or otherwise of superannuation choice on its first anniversary would be incomplete without revisiting the industry speculation on its potentia...
People & Products
ING Australia has announced the appointment of Greg Dunger as general manager of RetireInvest, following the resignation of George Haramis earlier this year....
Financial planning
ASIC has proactively followed up the main findings of its shadow shopping survey regarding superannuation choice with some suggestions for licensees on how to address the...
Financial planning
A new report by Melbourne University attacking timber managed investment schemes has been described as “seriously flawed” by the industry....
Financial planning
Head of international equities at Credit Suisse, Russell Bye, believes the robust returns achieved in the face of a variety of economic conditions is a key factor as to w...
Financial planning
The SMS Advising Group has had its Australian Financial Services Licence revoked by ASIC....
Financial planning
ASFA has called on the Federal Government to use next week’s Budget to abolish the current age-based contributions limits applying to people under 50....
Financial planning
The FPA has welcomed a reported increase in the number of breach of licence notifications received by the corporate regulator from the financial services industry....
Financial planning
Customers of several licensed reverse mortgage products could end up losing their home for being late with paying their rates or for forgetting to fill in forms, accordin...
Financial planning
ING has expanded its product team to fast track the development of planned new products based principally around its OneAnswer master trust offering....
Financial planning
Recruitment can be at best a challenge and at worst an expensive and unproductive exercise that can divert a practice manager’s focus from other pressing business issues....
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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...