EXECUTIVE DIRECTOR
Superannuation
Former Multiport founder and chief executive John McIlroy has joined Crystal Wealth Partners as a director and shareholder....
Superannuation
Platform provider netwealth is set to launch a new wrap specifically targeted at SMSFs, enabling them to adjust their investment and insurance requirements to the level o...
Financial planning
A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...
Funds management
Presenters have gathered at ASFA's Investment Interchange to discuss the role of superannuation in Australia's fixed interest markets....
Financial planning
Treasury Group Limited has purchased a minority stake in Evergreen Capital Partners, furthering a relationship that began in December last year....
Financial planning
Specialist mortgage and financial services company Firstfolio Limited has announced the resignation of chief executive and managing director Mark Forsyth....
Funds management
Platform providers appear to be embracing a pay-for-use fee model in which they provide a core offering and allow clients to add on new features for which they pay as the...
Financial planning
As part of a recent push into the financial advice space, ING Direct has rolled out a new website aimed at providing its adviser network with online access to client reco...
Financial planning
Global independent accounting and business advisory group BKR International has extended its footprint into New York with the acceptance of New York City-based Anchin, Bl...
Financial planning
Darren Pettiona has resigned as chief executive of Investorfirst in order to focus on the HUB24 investment platform, the company board has announced....
People & Products
Business strategy professional Peter Dale has been employed as executive director for executive search company Boyden - a key role in recruiting senior executive and lead...
Funds management
Dedicated responsible investment platform The Emerald Wrap has been launched in partnership with Bendigo and Adelaide Bank....
Financial planning
The AIOFP has selected the OneVue platform as a new private label solution to partner with its privately owned Personal Choice Management platform....
People & Products
Bentleys principal Philip Rix, who has 30 years experience in small and large accounting practices, has been appointed an executive director of Countplus....
Superannuation
David Shirlow explains how to use insurance to address SMSF property investment liquidity....
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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...