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It says something about the health of the Australian financial planning industry that Money Management’s 2009 Top 100 Dealer Groups survey has revealed that despite the i...
Following a number of recent liquidity issues, platforms have found themselves in new territory....
In light of recent events, it is timely to reflect on who the Investment and Financial Services Association is actually representing....
More financial planners than ever work under a dealer group model – and groups that have experienced a dip in planner numbers plan to reverse that trend....
MIKE TAYLOR reports on the winners of the Money Management/CoreData Dealer Group of the Year 2009....
Dispensations granted to superannuation funds with respect to intra-fund advice are what many had hoped for but they carry the risk of reputational damage if things go wr...
WHEN Money Management recently reported that recruitment agencies were advertising non-existent roles, it raised a broader issue of what constitutes acceptable and ethica...
The focus on fee levels in financial services and investment risks missing the structural flaws and distorting incentives that are also troubling these industries....
Many investors have seen their core beliefs turned upside down in the past year. Rob Arnott of Research Affiliates discusses at this year's Portfolio Construction Confere...
Robert Keavney considers the green shoots debate and concludes the economic situation is clearly unclear....
Upturn in funds under management or advice through the final quarter of 2008-09 prompts Plan B to confirm its profit guidance....
In response to the tidal wave of money moving into cash, product providers have been quick to release a range of new cash-based products designed for the adviser market....
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Podcast
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...