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...

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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...

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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...

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Financial planning

There have been more high-level departures from DKN and Lonsdale following a merger with IOOF, including Lonsdale CEO Mario Modica....

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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 ...

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Superannuation

The number of SMSFs continues to grow, but the products available to them remain limited....

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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....

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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. ...

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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 ...

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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....

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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...

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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...

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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...

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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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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago