EXECUTIVE DIRECTOR

People & Products

ClearView Wealth has appointed Mike Pope and Elliot Singfield to the senior management team as it continues to build on its life insurance, wealth management and financia...

Policy & Regulation

Treasury officials point to looming announcement on grandfathering rules – but claim original design was too “liberal”....

Financial planning

Fraud victims are often reluctant to report the crime, according to Australian Crime Commission director Dr David Lacey. ...

People & Products

Henderson Global Investors has appointed Sophia Rahmani as chief operating officer of its Australian funds business....

Financial planning

Sean Rothsey has stepped down as chairman and as a director of MDS Financial Group after more than five years in the position....

Financial planning

Australians are prioritising their savings over mortgage repayments in 2013, according to ING DIRECT....

Life/Risk

Life insurance and income protection could protect a family's financial interests if the worst were to occur, according to Smartline Personal Mortgage Advisors....

Editorial

As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...

Financial planning

Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...

Life/Risk

Buying a property presents an ideal time for clients to consider their insurance and estate planning needs, according to Smartline's Joe Sirianni....

Superannuation

The regulatory controls on the manner in which SMSFs approach risk insurance coverage for fund members are tightening in a number of respects, writes Macquarie Adviser Se...

Financial planning

Netwealth appoints UBS GAM to manage investments....

Funds management

As investors look to diversify their portfolios, Certitude Global Investment chief executive Craig Mowll says he has seen a renewed interest in fund managers taking an ac...

Funds management

Investors making the decision to allocate to listed property are looking beyond a single-strategy portfolio to meet their financial needs and want to diversify across a l...

Financial planning

Select Asset Management has launched a range of new services and offerings, incorporating them into a new business - Select Investment Partners....

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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...

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

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

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The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

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

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