FINANCIAL SERVICES INDUSTRY
People & Products
Premium Investors has announced it will add industry veteran Lindsay Mann to its board, who will help with the company’s strategy of delivering solid dividends to shareho...
Financial planning
Two former directors of Trio Capital, including CEO Rex Phillpott, have accepted enforceable undertakings....
People & Products
Professional Investment Services (PIS) founder, Robbie Bennetts, will undertake a part-time role within the group, moving away from his full-time duties effective 31 July...
Financial planning
Financial services employers are becoming increasingly cautious, according to new jobs research....
People & Products
Bendigo and Adelaide Group has announced a series of appointments that will help generate awareness about the products and services offered by its new Bendigo Wealth divi...
People & Products
Managing director of Merrill Lynch and former financial planner, Jay O'Neil, will soon relocate to Australia from the United States to head up Macquarie Private Bank, Mac...
Editorial
Recent reports suggesting that a group made up of industry funds, consumer groups and trade unions was ready to drop support for ‘opt-in’ if planners agreed to no longer ...
Editorial
Jim Minto reflects on the recent delisting of Tower Australia, and what it will mean for the company....
Financial planning
Education has become a buzzword in the financial services industry. Angela Faherty takes a look at what the industry is doing to improve standards. ...
Financial planning
The push to achieve professionalism in financial planning needs to go beyond planners to include all participants in the industry, according to general manager of advice ...
Policy & Regulation
The Assistant Treasurer, Bill Shorten, has claimed the balance of FOFA is right and has urged the financial services industry to support a super guarantee increase based ...
People & Products
Founder of Australian Unity Funds Management and an industry veteran, Craig Dunstan, has been appointed a non-executive director of investment firm Wealth Within....
Financial planning
ASIC chairman, Greg Medcraft points to more focused scrutiny of financial services advertising....
Superannuation
The Association of Superannuation Funds of Australia has pointed out that the first steps towards MySuper are already imposing higher costs....
Funds management
Last week the financial services industry let its hair down on its gala night to recognise excellence in the sector. Over 340 guests attended the 24th Money Management/Lo...
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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...