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FINANCIAL PLANNING
People & Products
JP Morgan has appointed Rachel Farrell to the new position of head of global investment management, Australia....
Financial planning
NAB Financial Planning has announced deep cuts to its entry-level financial adviser roles as part of a realignment of its business....
Financial planning
ASIC has banned a former AMP Financial Planning authorised representative from providing financial services for eight years after finding he had engaged in forgery and mi...
Features
A Money Management roundtable has signalled that judging duration exposure remains a key factor in the fixed interest space in the face of continuing uncertainties in the...
Financial planning
Industry Super Australia has signalled it is more concerned about banks than planners in the post-Future of Financial Advice world....
Funds management
New investors benefited more from the positive results from capital markets while older investors worried about the future, Australian Unity’s index showed....
Superannuation
Financial software firm, IRESS has joined its software, XPLAN, with the Financial Synergy platform Acurity to launch a new advice solution for super funds....
People & Products
The Institute of Management Account Professionals has expanded its board at the same time as seeing its chairman, Toby Potter, move to a full-time role....
People & Products
IOOF has promoted Western Pacific’s Nathan Stanton to the role of chief executive of Bridges Financial Services....
Financial planning
A former Queensland financial planner has been jailed for seven years on charges including forgery and fraud....
Financial planning
Financial services businesses would fall behind if they were not innovating or combining their product development and operational teams, according to NAB. ...
Editorial
There can be no more grievous indictment of a service provider than that they continually charged for a service that was never provided....
People & Products
Suncorp has announced it would offer white-labelled Challenger annuities via its adviser channel....
Financial planning
The financial advice industry could be expected to pay $24 million in levies to fund ASIC under the industry funding model, with much of it falling on personal advice pro...
Financial planning
Does ANZ's contemplation of a wealth management exit combine with NAB's MLC Life transaction to signal the banks are losing their appetite for financial planning? ...
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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...