Liam Egan

News by this author

21 October 2009

Dealer groups can play a key role in ensuring better practice in governance and accountability of member firms though their BDMs, according to Graham Peatey, managing dir...

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20 October 2009

The financial planning sector needs to lift its game in advising clients on the benefits of an allocated pension during the transition-to-retirement (TTR) phase, accordin...

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19 October 2009

AMP is on course for compliance with IFSA's super charter from its July 1 members' deadline next year, according to financial services managing director Craig Meller...

18 October 2009

Dealer groups should actively acquire small struggling member advice firms for the good of the sector rather than allowing the status quo to continue, according to Kenn W...

14 October 2009

Three advice firm principals aligned to dealer group Australian Financial Services (AFS) have been placed on suicide watch by the dealer group in the past 12 months. ...

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14 October 2009

The ANZ Banking Group has found itself being lobbied by ING Australia dealer groups to maintain non-bank branding following ANZ's acquisition of the ING businesses....

9 October 2009

Perpetual Investments has appointed Matt McKinnon as general manager, Australian equities retail sales, replacing Paul Sewell, who has resigned....

8 October 2009

Advice and wealth management firm Lachlan Partners has merged with a boutique wealth management firm previously licensed through PIS....

6 October 2009

Relying on general research from research houses for the provision of advice is being challenged, according to research consultant Rob Mcgregor....

6 October 2009

The Association of Independently-Owned Financial Planners has been appointed to manage Holden's redundancy program at its Elizabeth plant in Adelaide....

 

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Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

15 hours ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

20 hours ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 14 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago