EXECUTIVE DIRECTOR

People & Products

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

People & Products

The AFA has appointed Deborah Kent to its board as NSW director, replacing Mark Hoskin....

Superannuation

Web-based registry platform DST Bluedoor will expand into Europe after partnering with International Financial Data Services (IFDS), a joint venture between DST Systems a...

Financial planning

Financial planning software provider Midwinter has rewritten its planner offering and shifted it online, with users set to use a cloud-based application in place of deskt...

The regulator should work to extend the scope of its financial literacy strategy to include an appropriate focus on retirement funding, particularly in relation to senior...

Financial planning

Praemium has added nine new model portfolios to its separately managed account (SMA) platform....

Funds management

Money Management’s judging panel has selected five finalists who will compete for the Young Achiever of the Year award....

People & Products

ASIC Commissioner Peter Kell has been promoted to deputy chair for a five-year period and will commence his new role on 6 May....

Superannuation

Crystal Wealth questions whether as few as 16,000 will be impacted by Government’s superannuation changes....

Superannuation

Australia Institute head calls for Treasury to reveal costs of super versus pension savings....

Superannuation

David Shirlow from Macquarie Adviser Services brings you up to date with new developments regarding the way SMSF trustees can structure insurance....

Financial planning

Financial advisers practising within managed discretionary account (MDA) arrangements may seek the stability of a larger, more established MDA operator in order to meet A...

Funds management

Elders has assured growers in its Sandalwood Scheme there is “no alternative proposal” to the Santanol offer....

Funds management

Hamilton Securities is continuing its push to contest the sale of sandalwood plantations currently managed by Elders....

Funds management

Hamilton Securities pitches to gain grower support for control of WA Sandalwood Scheme....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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
moneymanagement logo