RECRUITMENT

Financial planning

Credit Suisse Asset Management chief executive Andrew McKinnon has ended an 11-year stint at the Switzerland-based fund manager’s Australian operation....

Financial planning

Australia is currently enjoying the best employment market in years with a low national unemployment rate. Job seekers in most markets have many choices and career option...

Superannuation

In-house planners with the Commonwealth Bank will be expected to improve their SMSF skills, with Australia’s third largest dealer group signalling its intention to overha...

Financial planning

BT Financial-owned dealer group Magnitude has recruited its first practice, following its launch in August last year....

Financial planning

With the introduction of financial services reform, the ‘know your client’ obligation for financial planners is more critical than ever before....

Funds management

Research houses are urging investor caution after yesterday’s shock announcement by Colonial First State that it had lost its entire listed property team....

Financial planning

Boutique dealer group AAA Financial Group (AAAFG) has expanded its head count to 80 advisers nationally from 10 at the start of the year, and is preparing to launch a mor...

Financial planning

The Queensland Investment Company (QIC) has launched an infrastructure fund that will seek investment opportunities globally....

Financial planning

RetireInvest has achieved its target of growing the firm’s distribution network by 60 planners in 2005 through the recent addition of 12 new advisers to the dealer group....

Funds management

The low unemployment levels driven by a buoyant share market and thriving economy, as well as an increased need to recruit compliance professionals following the implemen...

Financial planning

The real story of financial planning recruitment this year is not that the prevailing skills shortage continues to broaden, but that there has been no corresponding rise ...

Financial planning

Growing competitiveness in the financial services sector is pushing recruitment demand away from service-oriented advisers to those with a “demonstrated ability to sell”,...

Financial planning

Insurance and financial planning group Australian Unity has lost close to half of its financial planners since May as a result of a major overhaul of its dealer group....

Financial planning

Succession planning has the distinct honour of being one of the most widely discussed topics in the financial planning profession while being the activity which occurs th...

Life/Risk

It is a problem that everybody knows about, and some have solutions for, yet it will not go away. Australians are not buying risk insurance, and far too-few advisers are ...

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MARKET INSIGHTS

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

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

2 months 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 1 week ago

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

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The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

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AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

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