Written on Feb, 24, 2017 by in

Matthew Rowe appointed CEO of Countplus Money Management Financial planningFormer FPA chairman, Matthew Rowe, has been appointed chief executive of Countplus. MikeTaylor –

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Written on Feb, 24, 2017 by in

Moneysoft boosts executive team Money Management Financial planningAustralian financial technology company, Moneysoft, has announced four appointments to strengthen its capabilities. Hope William-Smith –

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Written on Feb, 24, 2017 by in

IMAP sets up MDA providers forum Money Management Funds managementThe Institute of Managed Account Professionals has established a sub-group to address the interests of MDA providers. Hope William-Smith –

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Written on Feb, 24, 2017 by in

BlackRock makes new appointments Money Management Funds managementBalckRock Australia has appointed Stuart Dunn as its head of wealth distribution and Linda Kang as its new lead research relationship manager. Oksana Patron –

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Written on Feb, 24, 2017 by in

Ombudsman launches scathing attack Money Management Financial planningThe Credit and Investments Ombudsman has labelled the Ramsay Committee’s recommendations on external dispute resolution changes as a politically-expedient whitewash. MikeTaylor –

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Written on Feb, 24, 2017 by in

Super fund consolidation to increase Money Management SuperannuationThe number of super funds dropped 72 per cent to 244 in 10 years as funds were attracted to the idea that scale could provide more member services without increasing charges, according to Rice Warner. Jassmyn Goh –

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Written on Feb, 24, 2017 by in

John Trowbridge strongly denies allegations Money Management Insurance & propertyTrowbridge Inquiry chairman, John Trowbridge has hit back at his critics denying allegations of preference, collusion, and secrecy in a submission to a Parliamentary inquiry. MikeTaylor –

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Written on Feb, 24, 2017 by in

SMSFs and in specie contributions Money Management Tools & guidesFabian Bussoletti looks at the considerations advisers need to make when advising SMSF clients on in specie contributions. Industry Expert –

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Written on Feb, 24, 2017 by in

ASIC bans Melbourne insurance broker Money Management Financial planningA bankrupt Melbourne-based insurance broker has been banned by ASIC after he engaged in dishonest conduct as the general manager of Phil Doring Insurance Brokers. Hope William-Smith –

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Written on Feb, 23, 2017 by in

Ignition Wealth offers goals-based investing Money Management Financial planningIgnition Wealth has partnered with research house, SiResearch to provide goals-based investing through asset allocation. Malavika Santhebennur –

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