DIRECTOR
Financial planning
The former Macquarie Bank staffer banned from practicing financial services last week for being late with disclosure documents had already been warned of his transgressio...
Financial planning
The managed funds industry finished off 2005 with weaker investment flows in the December quarter, according to the latest Standard & Poor’s Market Share Preliminary Find...
Financial planning
Asgard Wealth Solutions has lost another key figure from its distribution team with the departure of associate director of institutional business services Wes Gillett....
Financial planning
Agribusiness investment schemes have been gaining greater acceptance with financial planners in recent years. Money Management spoke to a number of advisers and dealer gr...
Financial planning
Retail investors can now put their nest eggs into fish tanks with listed property fund manager and subsidiary of the MFS group, MFS Living and Leisure, entering into a $1...
Financial planning
Most asset consultants add enough value to justify the fees they charge, according to the latest research on the sector published by actuarial firm, Rice Walker....
Superannuation
Financial advisers have embraced the growth in self-managed superannuation funds with recent research showing just under half of them, 46 per cent, see it as a significan...
Funds management
Style characteristics are playing a less influential role in performance as Australian share funds face a tough year ahead, a report rating the best funds in the sector h...
Financial planning
Australian Unity Investments has formed a joint venture with boutique manager Platypus Asset Management to offer Australian retail equity products....
Financial planning
Following the successful capital raising for Ray White Invest first retail property unit trust, the fund management division of the Ray White estate agency business inten...
Financial planning
In further proof that choice of fund was no more than a flash in the pan for advisers, a new survey has found just a third of the very few people who switched funds and s...
Financial planning
The Association of Financial Advisers has, for the first time in its history, created a role of chief executive officer, and appointed Richard Klipin, ING’s former head o...
Financial planning
In recent times, we have seen a welcome emphasis on improving the understanding of what financial planners actually do. The Financial Planning Association’s Value of Advi...
Financial planning
Peter Kell is the face of the wave of consumerism that has washed over the financial planning industry...
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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...