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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. ...
While research houses view their pay model as the centrepiece of their offering, fund managers are more concerned about timely and digestable results, writes Jason Spits...
Mike Taylor writes that the financial planning industry must lobby the Palmer United Party to defend hard-won FOFA gains. ...
The misdeeds which occurred within Commonwealth Financial Planning have become a stalking horse for those seeking to prevent any amendments to FOFA....
While simplicity in the multi-fund sector is widely regarded a thing of the past, the fundamental investment principles that guided the success of multi-funds still apply...
Andy Schmulow argues that the controvesy surrounding ASIC and its handling of the Commonwealth Bank have seriously damaged the financial planning industry and left few pe...
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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...