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Financial planning

11 May

Weak supply boosting valuations: Prendeville

Financial planning practice valuations have returned to three times recurring revenue as weak supply fails to meet demand, according to Forte Asset Solutions director Ste...

Financial planning

11 May

Barry Lambert receives lifetime achievement award

Financial services industry stalwart and founder of Count Financial, Barry Lambert, was this year's recipient of the Lifetime Achievement award at the Money Management/Lo...

Financial planning

11 May

Own licence not always more expensive

Although financial planners are often told it is cheaper to be the authorised representative of a major licensee, that is not necessarily the case, according to Pathway L...

Financial planning

11 May

Sales and social media 'bigger than FOFA'

Direct sales of financial products and the use of social media for business purposes have grown to become bigger factors than FOFA for financial advisory practices, accor...

Financial planning

11 May

Banks solid but not outperforming

KPMG report reveals strength of Australia's major banks, but also the weaknesses....

Financial planning

11 May

Firstfolio chief executive resigns

Specialist mortgage and financial services company Firstfolio Limited has announced the resignation of chief executive and managing director Mark Forsyth....

Funds management

11 May

A winning position for AMP Capital

AMP Capital collaborated with parent brand AMP as well as senior stakeholders and research agencies to revitalise their brand and take out Money Management’s Marketing Te...

Funds management

11 May

Challenger’s ‘Real Stories’ campaign delivers real results

Challenger’s ‘Real Stories’ campaign capturing the true experiences of Australian investors during the global financial crisis has been named best advertising campaign in...

Funds management

11 May

Finn Kelly named Money Management's Young Achiever of the Year

Wealth Enhancers chief executive Finn Kelly was a finalist in the Money Management Young Achiever of the Year category last year and has gone one step better in 2012....