09:25 AM | Small advice firms have been warned they need to get a better handle on the impact regulatory changes can have on their profit margins and cash flow.
21 December 2009 | As 2009 comes to a close, Money Management looks at the dealer groups that have dominated the industry.
09:35 AM | According to the results of a recent shadow shop, consumers steer away from in-house bank planners when it comes to financial advice.
20 October 2009 | As well as having reduced access to basic services, people providing unpaid care in regional and remote communities suffer from higher levels of financial hardship, a problem that could be addressed through dealer groups with regional reach.
30 September 2009 | Money Management has launched a new service for readers. Stay in touch with the stories impacting your industry with our weekly video News Roundup.
8 September 2009 | Following the surprise news of Tim Gunning's departure from Commonwealth Financial Planning, Ord Minnett has announced Gunning as its new chief executive.
8 September 2009 | Recently resigned Commonwealth Financial Planning head Tim Gunning is take on the role of chief executive of Ord Minett at the beginning of next month.
7 September 2009 | Tim Gunning has resigned as general manager of Commonwealth Financial Planning (CFP), with CFP national manager David Mackay already in place as acting general manager.
28 August 2009 | The practice of offering low cost SOAs and initial advice to potential clients and recouping the costs later is distorting the true cost of financial advice.
11 August 2009 | AMAL AWAD examines how dealer group performance and planner numbers have held up over the past year in the face of a global financial crisis.
11 August 2009 | It says something about the health of the Australian financial planning industry that Money Management’s 2009 Top 100 Dealer Groups survey has revealed that despite the impact of the global financial crisis, the numbers of financial planners in Australia has actually risen.
11 August 2009 | MIKE TAYLOR reports on the winners of the Money Management/CoreData Dealer Group of the Year 2009.
5 August 2009 | Macquarie Equities has taken top honours in the 2009 Money Management/CoreData Dealer Group of the Year awards, while Commonwealth Financial Planning has been named the leading bank dealer group.
3 August 2009 | The dealer group has launched a new 'self-employed' model in which planners have management rights over their businesses, but not overall ownership of clients, a model Tim Gunning said would succeed in an environment where planners are questioning the value to be extracted from practice sales.
24 July 2009 | In an environment where financial planners are under increasing pressure to justify to clients their fees and commissions, the pricing model employed by Commonwealth Financial Planning has been called into question.
5 May 2009 | New research commissioned by the Commonwealth Bank suggests that baby boomers are not being unduly spooked by the global financial crisis but are likely to stay longer in the workforce.
1 May 2009 | Margin lending can reap rewards for investors when times are good, but can prove disastrous in bear markets. LUCINDA BEAMAN finds out what makes up a successful margin lending strategy.