EXECUTIVE DIRECTOR
Financial planning
Institute of Actuaries executive director Jock Rankin is not renewing his contract when it expires in January next year....
Financial planning
The Institute of Chartered Accountants (ICAA) expects more than 3,000 of its members to take up its new financial planning specialisation within five years....
Policy & Regulation
Content Capital, one of the two companies granted a license to raise up to $20 mil-lion in concessional capital for investments in films, has announced its first project....
Funds management
Friendly society funeral, education and income bonds have been granted a short reprieve from being taxed, and the industry is continuing to fight for tax-exemption....
Funds management
Friendly societies and funeral directors have joined forces to try and overturn the Treasury ruling taxing funeral and education bonds....
Financial planning
Two high profile former Prudential managers have established their own financial planning firm....
Financial planning
On average, Australian women are outlasting their men by five years, creating an interesting and growing niche market. ...
Financial planning
IOOF is planning to double funds under management to $6.1 billion in the next three year with the launch of its new separate boutique funds management arm, Perennial Inve...
Financial planning
Macquarie Bank has restructured its distribution and set up a separate division – what it calls “the adviser channel” – to streamline its dealings with financial planning...
Financial planning
Any plans of a merger between the Life Insurance Complaints Service (LICS) and the Financial Services Complaints Resolution Scheme (FSCRS) have been scuttled, at least in...
Financial planning
With $20 billion under management, half of which are retail funds, Macquarie Investment Management has been staging a performance comeback over the past year. Zilla Efrat...
Financial planning
Paladin will be launching a number of property securities and syndication products under its new partnership with Norwich Union....
Financial planning
Macquarie Technology Funds Management and Acer Capital Australia have launched a $30 million venture capital fund....
Financial planning
High profile financial planner Garry Avis has joined up with well-known superannuation consultant Robert MC Brown and Darryl Pike to set up Bridgeport Advisers & Asset Ma...
Financial planning
National Asset Management executive director of property Graham Brewer has a habit of getting in the headlines....
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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...