EXECUTIVE GENERAL MANAGER
Financial planning
New research suggests job opportunities have shrunk for investment advisers, financial brokers and dealers....
People & Products
Deloitte appoints former Suncorp executive general manager John Debenham to lead its financial services practice in Queensland....
Superannuation
APRA has signalled it regards lending to SMSFs by banks as potentially riskier than other forms of lending....
Superannuation
APRA has sought to influence the debate around lending within SMSFs via its regulation of lending institutions....
Financial planning
Engaging inactive clients will be one of the biggest challenges facing financial advisers in the post-FOFA world, according to executive general manager of advice and mar...
Financial planning
The National Australia Bank's (NAB's) proposed customer service model will be "beneficial" to most of its financial planners, according to MLC advice and marketing execut...
Financial planning
The Commonwealth Bank has combined its adviser-focused Core Equity Services and Colonial Geared Investments offerings under the single banner of CommSec Adviser Services....
Editorial
With ASIC's Peter Kell pointing to a level of life insurance policy churning to warrant regulatory concern, it is time for a clear definition of 'churn'....
People & Products
MLC has announced the appointment of Elio Garino to the position of general manager, retail insurance operations....
Financial planning
The Australian Prudential Regulation Authority (APRA) has sent a strong signal that it is likely to oppose the use of synthetic securitisation by banks....
People & Products
Maria Lykouras has been appointed general manager advice licensee services of Commonwealth Bank's wealth management business....
Financial planning
The number of disputes relating to investments taken to FOS in the 2011-12 financial year dropped by 13 per cent on the previous year....
Life/Risk
Senior life/risk executives have told a Money Management roundtable that identifying real churn requires a closer understanding of lapse rates....
Financial planning
Suncorp Life has moved to provide customers with a new tool via the launch this week of an online simulator that delivers a retirement snapshot in under 60 seconds....
Financial planning
The financial services industry seems to be slightly oversupplied by financial advisers, brokers and dealers, according to the Clarius Skills Index....
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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...