EXECUTIVE DIRECTOR
Funds management
A New York roundtable has revealed plenty of support for Australia capturing the benefits of the commodities boom by establishing a sovereign wealth fund...
Financial planning
Former DKN CEO Phil Butterworth made the decision to join a new business unit at BT Financial Group, regardless of whether fellow DKN and Lonsdale executives would also m...
Financial planning
BT Financial Group has appointed former DKN chief executive Phil Butterworth to head a new financial planning business unit that will include the established Magnitude br...
Financial planning
There have been more high-level departures from DKN and Lonsdale following a merger with IOOF, including Lonsdale CEO Mario Modica....
Editorial
As Australia becomes more aligned to its biggest trading partner Asia, Dale Gillham takes a look at Chinese and Hong Kong markets - and what the next 12 months holds for ...
Superannuation
The number of SMSFs continues to grow, but the products available to them remain limited....
People & Products
The Australian Securities and Investments Commission (ASIC) has announced the appointment of Peter Kell and Greg Tanzer as the regulator’s new commissioners....
Financial planning
Matrix Planning Solutions has added a new member firm to its network and outlined plans to add a further 10 in the next couple of years. ...
Life/Risk
Macquarie Adviser Services has welcomed recently issued income tax regulations that clarify the extent to which super fund trustees can claim tax deductions for life and ...
Financial planning
Snowball chief executive Tony McDonald will depart the company on 4 October 2012 as part of the integration between Snowball and Shadforth, the company announced....
Policy & Regulation
Platform provider netwealth has launched a new online service which the company said would help financial advisers prepare for the upcoming Future of Financial Advice cha...
People & Products
Coin Financial Software has announced a change of senior management, as the head of Coin, Robert McCabe, moves into a new role within Macquarie Banking and Financial Serv...
People & Products
BT Investment Management has appointed Nathan Pensabene as an institutional sales business development manager....
Financial planning
Platform provider netwealth has announced a major overhaul of its investment menu, adding 39 new investment options and removing 21 funds on behalf of advisers and dealer...
Superannuation
The Australian Taxation Office has indicated the two certainties in life - death and taxes - will become closely intertwined when it comes to super pensions. David Shirlo...
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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...