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Managed accounts have taken years to bloom, as Jason Spits writes, the large players have been waiting to pounce....
The adviser’s best interest duty leaves a question mark hanging over what constitutes “reasonable” advice, Merton Miles writes....
Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....
Telstra Super Financial Planning has the most valuable financial planners in the corporate and industry super arena with high levels of funds under advice and funds under...
Mike Taylor writes that the drive for higher educational standards for financial planners has served to regenerate criticism of those people who were grandfathered into t...
Money Management’s 2014 Top 100 Dealer Group research has revealed an industry which has changed substantially since 2007/08 and might be on the cusp of further change. ...
Current speculation about Asian markets provides little direction for prospective investors. Instead, they should adopt a long-term outlook, based on structural reforms, ...
The financial planning industry has undergone some momentous changes in the last few years and it’s critical the planners respond to the changing environment at the same ...
Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...
Charter Financial Planning and Dover Financial Advisers have been named Dealer Groups of the Year based on data gathered as part of the Money Management Top 100 Dealer Gr...
Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...
While nobody’s perfect, Nicholas O’Donoghue asks fund managers what their perfect ratings house would look like, and finds out the flaws in the current crop. ...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...