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....
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...