EXECUTIVE GENERAL MANAGER

Financial planning

NAB Asset Servicing has won the custody mandate for HIP....

Financial planning

Financial planners and their clients have to supplant platform providers and fund managers as the price setters in the advice equation, according to Colonial First State ...

Financial planning

Trust Company seeks to leverage regional presence....

People & Products

Former Commonwealth Bank executive general manager David Hancock has signed on with Firstfolio as its new chief executive....

Life/Risk

For insurers to survive and thrive they must pursue a program of continuous and customer-led innovation, writes Duncan West....

Financial planning

Asteron Life has updated its group risk strategy to focus on the corporate, superannuation fund and platform provider market as it also looks to leverage its relationship...

Financial planning

A number of recent high profile executive departures reflect the current economic environment and cost-cutting measures being undertaken across financial services and ban...

Financial planning

Financial services industry stalwart and founder of Count Financial, Barry Lambert, was this year's recipient of the Lifetime Achievement award at the Money Management/Lo...

Financial planning

The Colonial First State restructure sees Brian Bissaker depart with the separation of advice and changed reporting lines....

Financial planning

A significant restructure of Colonial First State will see Brian Bissaker leave the company with Marianne Perkovic and Linda Elkins filling key roles....

Superannuation

The Government needs to take a more demographic-centric approach to superannuation policy by adopting a soft-compulsion system for persons under the age of 40, according ...

Financial planning

Commonwealth Bank of Australia has launched an interactive website that aims to map the changing goals of Australia in real-time....

Financial planning

ASIC's platforms review has drawn support from a range of stakeholders for proposing providing additional consumer protection via capital adequacy and for placing the spo...

Financial planning

The independence of accountants who align their businesses with financial planning dealer groups could be called into question, according to RSM Bird Cameron principal Pe...

Life/Risk

MLC has improved MLC Insurance and MLC Insurance (Super) with a number of product enhancements, and updates to their insurance writing programs....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
moneymanagement logo