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LIFE insurance houses have finally admitted what the funds management industry has known for some time – that third party financial planners hold the reins when distribut...
INDUSTRY NEWS
MORE than a dozen people have indicated they will run for one of four positions up for election on the board of the Financial Planning Association (FPA)....
INDUSTRY NEWS
A psychologist will be provided to clients of a new personal advisory company, Mentor, to increase advisor ability to make the right choice of investment for individual c...
INDUSTRY NEWS
THE FINANCIAL Planning Association (FPA) in the US has voiced its strong opposition to a US House Committee White Paper that the association says threatens US workers’ ab...
INDUSTRY NEWS
As the banks move into financial services in a big way, most notably with Westpac’s acquisition of BT, conventional wisdom says that big is better. TOM COLLINS begs to di...
INDUSTRY NEWS
From its birth only three years ago, Matrix Financial Group has established a successful network of financial advisers. BARBARA MESSER reports....
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Fifteen years is a long time to be doing the same thing but in August this year Money Management entered into its 15th year of providing consistent and regular coverage o...
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I went to a new product launch the other day. Well it wasn’t really a new product, it was more of a patch up of an old product to keep the money rolling in and a relaunch...
INDUSTRY NEWS
When I was handed the job of editing Money Management in the early days of 1995, the then publisher David Koch joked about my appointment to dozens of industry luminaries...
INDUSTRY NEWS
WHILE it was the year Money Management was born, most people’s strongest memories centre around market upheavals – the 1987 sharemarket crash in particular....
INDUSTRY NEWS
My first assignment as a journo on Money Management in 1997 was to cover the launch of BT’s wrap platform. At the time, the industry hadn’t heard of wrap. Which was just ...
INDUSTRY NEWS
DAVID Attenborough, looking at the financial planning landscape in the early 1990s, would have noted how the scene was dominated by relatively small, independent packs of...
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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...