11 December 2008 | A MIKE TAYLOR editorial
4 December 2008 | A MIKE TAYLOR editorial
20 November 2008 | A MIKE TAYLOR editorial
13 November 2008 | A MIKE TAYLOR editorial
24 September 2008 | Dispute resolution represents a hefty cost factor for the Australian financial planning industry and anyone reading the recently-released Australian Securities and Investments Commission (ASIC) Consultation Paper 102 will only conclude that their costs are not going to be getting any less.
24 September 2008 | Australian financial services firms are fast coming to terms with the reality that the current market volatility is going to be with the Australian financial services industry well into 2009 and that there is a need for them to adjust their strategies accordingly.
23 September 2008 | Dispute resolution represents a hefty cost factor for the Australian financial planning industry and anyone reading the recently-released Australian Securities and Investments Commission (ASIC) Consultation Paper 102 will only conclude that their costs are not going to be getting any less.
23 September 2008 | Australian financial services firms are fast coming to terms with the reality that the current market volatility is going to be with the Australian financial services industry well into 2009 and that there is a need for them to adjust their strategies accordingly.
15 August 2008 | No one should be terribly surprised by the rash of merger and acquisition activity that has suddenly emerged in the financial services industry with AXA Asia Pacific Holdings acquiring Challenger’s financial planning business and AMP Capital bidding for Macarthur Cook.
15 August 2008 | IT’S now official. Superannuation returns have ended the financial year in negative territory, the first time this has happened since 2002-03.
12 June 2008 | There will be few people who have had to conduct their businesses under the auspices of the Financial Services Reform Act who will not believe that it is high time the Commonwealth and states agree to a formula for bringing the mortgage broking and other lending industries under stricter control.
5 June 2008 | The financial planning industry should take some comfort from the fact that a survey conducted by the NSW Government has revealed that when it comes to reverse mortgages, a substantial proportion of the population will actually go to the trouble of seeking financial advice.
3 June 2008 | Brace yourself. 2008 will be a tough year for executives working in the Australian superannuation industry.
3 June 2008 | The Conference of Major Superannuation Funds 2008 represents the first, in its current form, to be held with a Labor Government sitting on the Treasury benches in Canberra. For that reason much attention will be focused on the views of the Minister for Superannuation, Senator Nick Sherry.
2 June 2008 | Opes exposure an ugly sight
2 June 2008 | Let’s hope the best is yet to come
2 June 2008 | Pyrrhic win in battle of the sums
19 May 2008 | A bittersweet toast to 2007
17 April 2008 | Will the collapse of Opes Prime prove to be as fundamental to the future regulation of the Australian financial services industry as the collapse, some six years ago, of HIH Insurance?
7 February 2008 | It was probably inevitable that the stress being felt by a number of financial services companies is being leveraged by some commentators to criticise the financial planning industry and, in particular, those planners taking commissions.
6 February 2008 | Money Management Editorial
14 December 2007 | The Australian Securities and Investments Commission (ASIC) recently published a report dealing with consumer experiences with reverse mortgages, and the document made for disturbing reading.
23 November 2007 | As the Financial Planning Association approaches its annual conference in Sydney later this month it is worth reflecting upon the news contained in its latest annual report that a record number of candidates undertook the Certified Financial Planner (CFP) certification program last financial year.
19 November 2007 | Planner paper trail widens
4 July 2007 | There is a very clear message contained in the latest IUS/Super Review survey published in this edition – plenty of work remains to be done by the major political parties on superannuation policy.