EXECUTIVE DIRECTOR

Financial planning

The head of Macquarie Adviser Services, Tim Farelly, will take a six month break from the industry after Macquarie Financial Services Group (FSG) announced a major restru...

Financial planning

The back-to-basics push in Australia’s master trust industry is set to continue with the launch this week by ING Australia of its OneAnswer platform....

Financial planning

THE Australian Securities and Investments Commission (ASIC) has not ruled out the possibility of the combined National Australia/MLC group being required to pay further c...

Financial planning

SOCIALLY Responsible Investment (SRI) is not just a fad and will continue to grow in the next five years, according to Corporate Monitor executive director Michael Walsh....

Financial planning

Socially Responsible Investment (SRI) is not just a fad and will continue to grow in the next five years, says Corporate Monitor executive director Michael Walsh....

Editorial

MLC has announced that it will compensate investors in its superannuation products who suffered a loss in the value of their investment when they were transferred from si...

Financial planning

THE Australian Securities and Investments Commission (ASIC) will begin a series of campaigns targeting commissions and disclosure in a three-pronged strategy as part of i...

Funds management

Boutique hedge fund manager Hale and Shepherd Investments has launched its first investment product – a mixed financial commodity fund....

Financial planning

ING has taken the next step in its Medium Term three year plan with a restructure of its Distribution Management Group, dividing and strengthening its focus across its th...

Financial planning

Ever wondered how your boss got their job? LACHLAN GILBERT gets on the job trail and talks to some headhunters and a few of the prize trophies....

Financial planning

A fair days wage for a fair days work is still the catchcry for most working people but does the same apply to the financial services industry. Jason Spits looks at what ...

Financial planning

They are the public face of a funds management group, and like portfolio managers, have much of their efforts rewarded on a performance basis. At the same time they are h...

Financial planning

Australia’s managed fund industry has become hamstrung in its attempts to gain widespread support for ethical investment funds because of a lack of knowledge about the se...

Financial planning

The Australian Tax Office has handed down its first ever product ruling to the Macquarie banking group for its Macquarie Instalments IMC series, confirming the group’s de...

Financial planning

Most superannuation funds will face a less than rosy end to the financial year with prediction that they will see out the 12 months with negative returns....

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’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week ago
moneymanagement logo