RECRUITMENT
Financial planning
The proposed meeting between a number of small dealer groups in Sydney next month has been postponed after concerns regarding the direction and nature of a proposed natio...
Financial planning
The ASIC/ACA survey reflected the reality that our industry and profession is undergoing a process of dumbing down, says Rob Keavney....
Financial planning
Perpetual Investments has promoted a number of its equities analysts to senior roles as part of an increase in their money management responsibilities. ....
Financial planning
Rob Prugue has resigned from his position as director and head of asset consulting with van Eyk Research to take on the role of senior executive with Lazard Asset Managem...
Financial planning
BRIDGES Personal Investment Services has signalled that it will be pursuing a major growth strategy over the next 18 months, aiming to build its planner numbers to 200, w...
People & Products
Schroder Investment Management Australia has appointed Adrian Whittingham to the role of business development manager (BDM)....
Financial planning
The Wilson HTM group is set to stay on the acquisition trail it started with the purchase of BNP Paribas’ Australian asset management business, confirming it is currently...
Financial planning
LOWELL Flinders, the dealer group headed up by long-standing industry figure and former Financial Planning Association (FPA) chair John Godfrey, is seeking to expand and ...
Financial planning
Two years on since the deals were struck, ‘golden handcuff’ incentive payouts to keep staff on board are drawing to a close, re-highlighting the challenge companies face ...
Financial planning
The subtle changes currently being made to the Hillross/AMP model reflects a repositioning of the value propositions of both businesses. GEORGE LIONDIS reports on what is...
Financial planning
Ever wondered how your boss got their job? LACHLAN GILBERT gets on the job trail and talks to some headhunters and a few of the prize trophies....
Financial planning
Job advertisements ask for all the same criteria – loads of planning experience, DFP or CFP qualifications and good communication skills. But what skills and talents are ...
Financial planning
Three months after the Financial Services Reform Act was passed, ASIC is still pushing its licensing message to the financial services industry to get organised and get c...
Financial planning
Just over a year since Suncorp Metway purchased the Australian GIO general insurance business of AMP for $1.24 billion, it has announced a major recruitment of financial ...
Financial planning
How much does the planner sitting next to you earn? Are they more valuable than you? The easiest way to measure the monetary worth of a financial planner is by their job ...
Never miss the latest news and developments in wealth management industry
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...