EXECUTIVE DIRECTOR
Financial planning
It is a sort of chicken and egg situation. One of the reasons behind the current property boom is the cheap money available. Yet mortgage lenders are becoming concerned a...
Financial planning
Perth-based Precedent Financial Planning has bought KPMG's Western Australian financial planning arm, creating a new force with $400 million in combined assets under advi...
Financial planning
Macquarie Bank is planning to step up its first foray into financial planning operations, after merging its direct retail funds management business with Macquarie Equitie...
Financial planning
Financial planners are in rising demand, says Recruitment Solutions executive director Greg Savage....
Funds management
Australia looks set to introduce the world's first property index - one which can provide a benchmark for portfolio performance and can be used as the basis for the devel...
Financial planning
May is quickly emerging as the month of the revolving door, as a num-ber of senior executives in the funds management industry take leave of their high profile positions....
Financial planning
Macquarie's latest private equity fund has been a hit with retail investors, with the fund closing oversubscribed....
Financial planning
Perpetual Investments has restructured its balanced fund, giving it more of a global orientation in line with its strengthened relationship with Fidelity In-ternational. ...
Financial planning
KPMG's financial services arm may soon be on the market. ...
Financial planning
The Securities Institute is to offer a Master of Applied Finance and Investment course from July onwards for what it terms Australia’s “finance elite”....
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 In-vestment Management has been staging a performance comeback over the past year. Zilla Efra...
Financial planning
Macquarie Technology Funds Management and Acer Capital Australia have launched a $30 million venture capital fund....
Financial planning
Paladin will be launching a number of property securities and syndication prod-ucts under its new partnership with Norwich Union....
Financial planning
Changing employment trends will upset most predictions of superannuation growth, unless full employment is achieved in the next 20 years, says The Evatt Foundation execut...
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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...