Freya Purnell

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Financial planning

13 Jan

Joint remedy needed for industry ailments

The financial services industry has deep conflicts of interest and structural problems that fund managers and financial planners must seek collective solutions to accordi...

Financial planning

17 Dec

How we found the Financial Planner of the Year

Money Management has been presenting the Financial Planner of the Year Award since 1987, and in 2004, received a record number of nominations from across Australia....

Financial planning

17 Dec

Committed to ensuring clients’ success

Understanding clients’ needs and helping them achieve their financial goals is the bedrock of Jo Tuck’s practice....

Financial planning

07 Dec

MMC gives undertaking to ASIC on securities offer

MMC Asset Management has provided an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) following an investigation into unsolicited of...

Financial planning

07 Dec

Money Management Soft Dollar Code Poll

Below are the full results of Money Management’s exclusive poll on attitudes to the soft dollar code released by the Financial Planning Association and the Investment and...

Financial planning

06 Dec

Disclosure regulations stopped in Senate

The Government’s proposed fee disclosure regulations have been defeated in the Senate, with the Australian Labor Party’s motion to disallow the draft rules passed with th...

Financial planning

25 Nov

Right on the money

Without a doubt, the introduction of the Financial Services Reform Act (FSRA) on March 11 was a watershed for the industry....

Financial planning

25 Nov

Macro Migro: A New York frame of mind

Michael Migro had a stellar career in Australia, but when he joined Principal Global Investors in the US, the world got a whole lot bigger. Freya Purnell reports....

Life/Risk

18 Sep

Chronic underinsurance puts Australians at risk

Australians are carrying a risk of uninsurance of more than 75 per cent, with women at greatest risk of not being able to meet financial obligations in the case of death ...

Financial planning

08 Sep

AMP cuts cord to in-house advisers

AMP Financial Planning is set to close its employed planner support channel due to the cost of servicing the relative small number of in-house advisers in the group....