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Staff Writer
Money Management staff writers are writers who contribute to the website from time to time. If you would like to discuss the content contained within this article please contact us.
News by this author
A Money Management round-table recently discussed whether financial advisers were appropriately experienced and educated to provide appropriate advice on margin lending....
Margin lending has always represented a part of the financial planner’s strategy toolkit but the collapse of Storm Financial soured public perceptions of leverage. Money ...
When people discuss margin loans they inevitably refer to margin calls, but Julie McKay writes that a good understanding of the system can help investors navigate the cha...
Julie McKay argues that while margin loans have their own dynamics, those using them should not lose sight of the fact that they are a loan and they need to be repaid. ...
Actuarial consultancy Rice Warner expresses concern that proposed FOFA changes will undermine the delivery of intrafund advice....
Advisers believe the FOFA reforms are a now only a distraction from delivering quality client services and building their personal brand, a recent survey by the Advice Le...
ETF investors are starting to shy away from Australian equities. ...
ISA creates submission to the Productivity Commission advocating the inverted bid model for infrastructure financing in response to the Commission’s inquiry draft report....
Skyrocketing life insurance claims have been grabbing headlines for some time now, but the impact on advisers – and the input of lawyers – has largely gone unreported, Cr...
With eight years having passed since the ‘Simpler Super’ review, it could be time to reopen a dialogue about the future of super, Bryan Ashenden writes....
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...