EXECUTIVE DIRECTOR

Financial planning

Macquarie Adviser Services has streamlined the senior reporting lines for its sales and marketing teams, elevating former head of adviser sales Jason Huddy and Macquarie ...

Financial planning

Mike Taylor previews the IFSA 2003 ‘Illuminate’ conference, which kicks off in Cairns on August 13....

Financial planning

The financial planning industry is struggling to rid itself of incompetent and outright fraudulent advisers due to dealer groups fearing defamation reprisals and a tarnis...

Life/Risk

The former chairman of the Australian Securities and Investments Commission, Alan Cameron has been appointed to head up a Federal Government review of the Insurance Contr...

Editorial

Investors rattled by the underperformance of some traditional asset classes over the past few years may be warming to the inclusion of alternatives in their portfolios. C...

Financial planning

Self managed superannuation funds (SMSFs) are gaining popularity as members choose to DIY rather than entrust super fund trustees with their retirement savings, according...

Financial planning

Superannuation fund member disillusionment over fund returns is at an all-time high despite a recent upswing in investment market performance according to InTech, with th...

Financial planning

ING Australia has announced changes to the investment options available on its low-cost OneAnswer platform to provide more choice and convenience to its advisers and inve...

Financial planning

Beacon Financial Services will change its name to Tranzact Financial Services and sell Australia First Superannuation Administration and Australia First Consulting under ...

People & Products

InTech Financial Services has appointed Deutsche Asset Management Asia Pacific regional chief operating officer Michael Monaghan as chief executive officer, after a three...

Financial planning

The Australian Securities and Investments Commission will seek indirect influence in regulating real estate ‘get-rich-quick’ schemes when it releases findings from an ind...

Funds management

The Australian Securities and Investments Commission has moved in on property investment seminar promoters, obtaining undertakings from Henry Kaye, Alan Meagher, National...

Financial planning

UBS Global Asset Management (UBS GAM) chief investment officer (CIO) and head of asset allocation Jon Taylor has left the group to take up the role of CIO at HSBC Asset M...

Financial planning

Recent legislation is set to revamp the South African financial planning industry. Craig Phillips reports....

Financial planning

InTech Research has appointed a new head of investment research, with Michael Coop stepping into the role....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks 1 day ago