EXECUTIVE DIRECTOR
Funds management
Former Portfolio Partners managing director David Slack has been appointed by Victoria Funds Management Company (VMFC) as head of the $20 billion group’s investment commi...
Financial planning
In the cut-and-thrust world of recruitment, consultants have been known to make exaggerated promises, warns Peter Dawson....
Financial planning
Does a three-month pick-up in the employment market signal a resurgence in employment opportunities in the financial services sector through 2004?...
Financial planning
The number of complaint schemes operating in the industry is set to shrink. John Wilkinson reports from the inaugural Financial Industry Complaints Service (FICS) confere...
Life/Risk
The Insurance Council of Australia (ICA) has urged the Opposition and minor parties in the Senate to support passage of the Trade Practices (Personal Injury and Death) Bi...
Financial planning
ING’s dealer group Tandem and RetireInvest have been thrown into disarray after all staff involved in management, compliance and services functions have been told they wi...
Financial planning
Former Navigator managing director Mat Walker has flagged his return to the platform market with launch of a new online integrated portfolio management system....
Funds management
New research from Melbourne-based Property Investment Research has shown a sustained structural shift towards unlisted property fund managers, which will lead to a furthe...
Financial planning
Financial planners, stock brokers and insurance agents are being kept in the dark on how compensation arrangements will pan out under Financial Services Reform due to the...
Financial planning
ING has ended months of industry speculation in relation to management of its RetireInvest dealer group with the appointment of former Snowball Group general manager dist...
Financial planning
The Australian Securities and Investments Commission (ASIC) has called for industry comment on draft proposals relating to conflicts of interest management obligations fo...
Superannuation
Australia’s best-performing super funds recently have been those with a higher than average allocation towards property and minimal exposure to international equities, wr...
People & Products
ING has ended months of industry speculation in relation to management of its RetireInvest dealer group with the appointment of former Snowball Group general manager dist...
Financial planning
The level of investment in managed funds and shares have fallen to their lowest level since early 2000 despite recent market rises, with Australians preferring to continu...
Financial planning
The Financial Planning Association (FPA) and the Australian Securities and Investments Commission (ASIC) have joined forces in an attempt to improve written communication...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...