EXECUTIVE DIRECTOR

Financial planning

The Commonwealth Bank has sold its 50 per cent stake in Ipac Securities to a combination of Ipac directors and UBS Capital....

Financial planning

NSP Buck has unleashed a new consulting division looking after employee equity participation....

Financial planning

OAMPS Insurance Brokers executive director Kingsley Lamont has resigned from the group’s board and will not act as a director for the next three years....

Financial planning

Rothschild and Hunter Hall have emerged with top marks from ethical investment researcher Corporate Monitor....

Financial planning

Well-known financial services figure Bonnie Guilford has departed AMP Financial Planning and joined Timbercorp in the newly created position of marketing and technical ma...

Financial planning

Investment sentiment has suffered its largest drop since a slump in October 1994 to February 1995....

Financial planning

After a several month search, the Australian Retirement Income Streams Association (ARISA) has hired Kevin Casey as the association’s new chief executive....

Financial planning

Tower Life has bumped up its disability income insurance premiums by up to 39 per cent in a move it says is designed to ensure it is not caught out by the changing nature...

Financial planning

The latest ethical fund to hit the market in New Zealand is one that invests in Australasian shares. ...

Financial planning

Proposed changes to the Victorian retail tenancies act could have a negative impact on the sector if the review is not amended before this is enacted, warns Property Coun...

Financial planning

The proposed disclosure requirement for commission paid on risk products contained in the Financial Services Reform Bill has reignited the debate on commission disclosure...

Financial planning

Simon O’Regan has been named as the replacement for William M Mercer chief executive Bruce Cook who vacates the top job after more than 16 years. ...

Financial planning

Independently owned financial planning group Barbacan Benefits has signed an alliance deal with Garrisons to broaden its client services and adviser resources....

Financial planning

Fund managers have developed and grown their products and services beyond traditional boundaries and made moves into e-commerce well before the Internet according to Macq...

Financial planning

Zurich Investment Management has been given a three star rating in its first qualitative rating by Morningstar....

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