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People & Products
Professional Investment Services (PIS) has announced the appointment of Len Sanders as chief information officer....
Policy & Regulation
The Association of Financial Advisers says exposing the degree to which the Industry Super Network was driving the Future of Financial Advice changes represented one of t...
Financial planning
Even if financial planners don't agree with the findings of ASIC's recent shadow shopper survey, they should consider attending upcoming workshops addressing the findings...
Superannuation
Big building industry super fund resists calls for independent directors, claiming industry expertise is more valuable....
Superannuation
Recent questions around superannuation funds' exposure to equities have promoted the benefits of self-managed super funds in delivering flexibility, according to the SMSF...
Superannuation
ASFA has warned that the Government's inaction on CGT relief will be an impediment to its implementation of Stronger Super....
Financial planning
Challenger has launched a new pension product that provides fixed cash flows immune from interest rate and market movements....
Financial planning
Specialist superannuation and investment platform provider Wealthtrac is continuing to market its services to independent financial planners, having rebuilt FUM back to l...
Financial planning
The financial services industry has posted a 9.6 percentage point drop in hiring sentiment for the April-to-June period, according to the results from Hudson's latest 'Em...
Financial planning
More clients would prefer their planner picked up the phone, while two in five don't even perceive they use the services of a planner, according to a Leap of Faith survey...
Funds management
Almost a year after starting up boutique fund manager Avoca Asset Management, former UBS small caps analysts John Campbell and Jeremy Bendeich are starting to significant...
Superannuation
Superannuation and investment platform provider Wealthtrac claims it has grown FUM back to levels close to those achieved prior to the GFC....
Editorial
Some of the players might not approve of the way in which the FOFA bills will ultimately be shaped but, as Mike Taylor reports, a Money Management roundtable has conclude...
Editorial
If the comments section on the Money Management website is to be taken as a guide, then the Financial Planning Association continues to weather strong criticism over the ...
Financial planning
SPAA has warned the jump in ECT breaches may only get worse when the concessional contribution cap for those aged 50 and over, with a superannuation balance over $500,000...
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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...