EXECUTIVE DIRECTOR
Financial planning
Paragem Dealer Services will change its name to Pathway Licensee Services as part of the integration of the business with its new parent company, netwealth Group....
Financial planning
Paragem Dealer Services will change its name to Pathway Licensee Services as part of the integration of the business with its new parent company, netwealth Group....
Superannuation
David Shirlow outlines key developments in the alignment of tax and superannuation law with respect to insurance held inside super funds....
Financial planning
Acquisitions of platform providers should include more financial adviser consultation where white labelling is involved, according to the Association of Independently Own...
Financial planning
The Government has ensured financial planners will have a voice at its latest superannuation roundtable....
Financial planning
Australian Ethical Investment has appointed current director Steve Newnham as its executive director of business development....
Financial planning
Australian Ethical Investment has appointed current director Steve Newnham as its executive director of business development....
Financial planning
Since its establishment in February this year, MLC's retirement solutions team has grown to 10 people. Of those, eight were recruited straight from AXA....
Financial planning
There is a major shift towards creating a self-managed super fund paperless administration system, with cost rationalisation and new SuperStream measures being the main d...
Superannuation
The use of more hands-on, low-cost administration services can lower the balance threshold of where an SMSF becomes economic to the low $100,000s, according to Sharesight...
Financial planning
Fee-for-service financial advisers will be more likely to find value in unbundling services rather than using an all-in-one wrap, according to Sharesight executive direct...
Funds management
New managing director appointed as Darren Steinberg departs Colonial First State Global Asset Management Property....
Superannuation
In a move to offer alternative investment options for retirement, Westpac has launched a range of term deposit products in what the bank sees as a growing market....
Financial planning
With responsible investing shaping as a big growth market, global investment manager AXA Investment Managers (AXA IM) is leading the way in the sector with its focus on t...
People & Products
Midwinter Financial Advice Software has announced that executive director strategy and advice Matthew Esler has stepped down from his current role and been appointed dire...
Never miss the latest news and developments in wealth management industry
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...