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Caroline Munro
Caroline Munro
News by this author
The Federal Government has released the final consultation paper on the draft regulations for the National Consumer Credit Protection Package....
According to the results of a recent shadow shop, consumers steer away from in-house bank planners when it comes to financial advice....
Super funds are missing out on investment opportunities due to risk aversion following the global financial crisis....
The passing of a Corporations Amendment Bill through the Senate will empower shareholders to reject excessive termination payments and prevent irresponsible remuneration ...
Consultancy companies that customise the XPLAN financial planning software system are simply offering a service, although there is a concern that those without the requis...
Standards & Poor’s Fund Services has released a report to help financial advisers gain a better understanding of separately managed accounts (SMA)....
Challenger's Dominic Stevens said the group is preparing for a four-fold increase in contact with planners and dealer groups to push its annuity products. Stevens said th...
Should the industry transition to fee-for-service, possible grandfathering provisions regarding commissions may not be the saving grace for planners’ recurring revenues, ...
Standard & Poor's has placed the Fidelity Asia Fund 'on hold' due to the resignation of its portfolio manager following a year of underperformance....
The proposed deal between AMP and AXA Asia Pacific could see AMP as the dominant force in the financial planning marketplace, with the number of AMP-aligned planners doub...
Analysis by this author
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...