Financial Planning

They’re a tough crowd those UK financial advisers. Just ask Scott Brouwer, a partner with Melbourne-based Aspire Financial Services.Brouwer was...

Socially responsible investment (SRI) in Australia has taken off, with funds under management jumping by 41 per cent to $21.5...

When Perpetual, and more recently Credit Suisse Asset Management (CSAM), decided to push headlong into the platform game, it signalled...

There’s a squeeze on platform fees and with the amounts charged by platform providers to fund managers steadily increasing, it’s...

Inflows to managed funds are expected to grow at between 5 and 10 per cent a year over the next...

Recent ‘Point of View’ comments on the future of ‘networks’ by Ray Miles and Paul Brown (MM September 9, August...

If you believe your role as an adviser is to ensure your clients plan for their retirement, implement their estate...

The fee-for-service versus commissions debate has been turned on its head by new survey findings that show the majority of...

When two companies merge, it is always touted as a perfect fit and meeting of like-minded cultures. Then a year...

IOOF has been slammed by a Victorian Supreme Court Judge over its “appalling” retrieval of records in relation to a...