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Financial planning
The Financial Planning Association has warned that consumers’ retirement savings are being put at risk by misleading advertising in the lead up to choice of fund, and ha...
Life/Risk
Superannuation choice will put funds’ insurance offerings under the spotlight like never before, and lead to a tightening of criteria for coverage, a survey has predicted...
Financial planning
A group of Australia’s major industry superannuation funds have rolled out their long-awaited marketing campaign aimed at both recruiting and retaining members in the new...
Policy & Regulation
Forestry-based agribusiness investment schemes have received a major fillip, with plans to scrap rules allowing them to bring forward tax deductions put on hold for two y...
People & Products
The former head of BT Financial Group, David Clarke, has returned to the industry as chair of non-conforming and equity release lender, Bluestone Group....
Financial planning
Today’s risk advisers are having a tough time replacing themselves. There are no hard figures to prove numbers are dwindling, but most in the industry accept there is a p...
Editorial
Proceeds from the sale of the Australian arm of its wealth management business, a benevolent market climate and the completion of a successful two year recovery strategy ...
Financial planning
Perpetual Investment’s decision to establish a Dublin-based in-house international equities office has cost them $250 million in funds under management, thanks to the clo...
Financial planning
This week Money Management welcomes industry veteran RAY GRIFFIN to its stable of regular columnists. A former FPA chairman and Money Management Financial Planner of the ...
Financial planning
Goldman Sachs JBWere has outsourced its platform and portfolio services to Avanteos as part of a review of its total service provision to its core Private Clients busines...
Financial planning
The Financial Planning Association (FPA) has given its campaign to raise the quality of financial advice more impetus, announcing the appointment yesterday of a dedicated...
Financial planning
The Association of Independently Owned Financial Planners has added the super and pension facilities of the ASGARD eWRAP product to its badged Personal Choice eWrap servi...
Financial planning
A winding back of the superannuation surcharge has emerged as the most likely superannuation initiative to be included in the Federal Budget to be handed down by Treasure...
Financial planning
The departure of Grahame Evans after five years as managing director at Professional Investment Services was “perfectly timed”, according to chief executive Robbie Bennet...
Financial planning
Younger workers are more likely to change funds under the new choice of superannuation fund regime, according to research conducted by FuturePlus Financial Services....
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MARKET INSIGHTS
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...