Caroline Munro

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Financial planning

24 Sep

GFC dampens dealer group listing ambitions

Financial planning companies were lining up to voice their aspirations to list on the Australian Securities Exchange but the global financial crisis has changed the dynam...

Superannuation

24 Sep

Regulation not the answer to SMSF auditor independence

Being made to adhere to professional and ethical standards will do more for ensuring the independence of self-managed super fund (SMSF) auditors than further regulation....

Financial planning

23 Sep

Dealer groups face various listing challenges

Financial planning dealer groups with listing ambitions face a number of major issues, according to Bell Potter client adviser, Romano Sala Tenna....

Financial planning

23 Sep

Australian Unity reports growth across businesses

Australian Unity reported an increase in revenue from $617 million in 2009 to $934 million for the 12 months to June 30, 2010, and a profit after tax of $17.1 million....

Financial planning

22 Sep

Adviser survey reveals opt-in doubts

Over a third of advisers would be affected by the opt-in Future of Financial Reform, although about as many doubted whether the legislation would even be introduced, acco...

Financial planning

22 Sep

Coin takes full stake in Outplan

Macquarie Group’s financial planning software provider Coin has acquired the remaining 50 per cent stake in Outplan....

Financial planning

22 Sep

Risk management survey reveals areas for improvement

A survey of over 300 senior business people has revealed a greater awareness of the importance of risk management after the global financial crisis....

Financial planning

21 Sep

Bridges looks to lower cost options and portfolio flexibility

Bridges Financial Services is set to launch two new investment plans in its established portfolio service platform aimed at providing solutions for the less active client...

Financial planning

21 Sep

MSCI launches Australia 200 and high dividend yield indices

MSCI Australia has launched a competitor Australia 200 index as well as a high dividend yield index as it seeks to provide more domestic offerings....

Financial planning

20 Sep

Infocus to launch improved SOA building capabilities

Infocus Money Management is about to launch enhanced online capabilities of its financial planning software, part of a multi-million dollar investment in its IT infrastru...