FINANCIAL SERVICES INDUSTRY
People & Products
Deutsche Asset Management has appointed its acting head of retail distribution Alan Miller formally into the role five months after the departure of Bruce Murphy, who lef...
Financial planning
Former Challenger executive Jamie Kelly has started up his own practice to offer locum services to the financial planning industry....
Financial planning
Six months after debuting, retail distribution group The Private Collection has expanded its operation into Victoria, recruiting former AMP Capital Investors state invest...
Financial planning
The National Finance Industry Training Advisory Body (NFITAB) is embarking on an ambitious scheme to collate and rank every education program across the financial service...
Financial planning
The Victorian Government has officially launched the Melbourne Centre of Financial Studies as part of its campaign to raise the financial services profile of the state bo...
Financial planning
The recent terse exchange between the Financial Planning Association and the Australian Investors Association revealed some of the deeper held suspicions relating to soft...
Financial planning
The financial services industry is bracing itself against the potential crippling cost of having to identify more than 9 million investors ahead of the Federal Government...
Financial planning
Complying pensions within SMSFs have been given a year long reprieve after widespread industry and community protest. Jason Spits looks at how the change came about and w...
Financial planning
Zurich Financial Services Australian chief executive John Butler has resigned after a five year tenure at the helm of the group during what Zurich’s chief executive, inte...
Financial planning
The Australian Securities and Investments Commission (ASIC) has teamed up with five industry groups to form a consultation panel to assess strategies to prevent 'bad appl...
Superannuation
The Federal Government has backed down on plans to remove complying pensions from self managed superannuation funds (SMSF) with the addition of a transition allowing use ...
Life/Risk
The Australian Securities and Investment Commission has permanently banned a former insurance agent after they pleaded guilty to 20 counts of obtaining money by deception...
Financial planning
The Australian Investors Association today called on the financial services industry to self regulate itself by outlawing all forms of soft dollar payments in a move nega...
People & Products
BT New Zealand (BTNZ) has filled its recently vacated chief executive role with the appointment of the group’s Australian subsidiary head of wrap, Mark Smith, into the po...
Financial planning
Meet the judging panel for the Money Management/Tribeca Communications BDM of the Year award....
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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...