FINANCIAL PLANNING
Funds management
HLB Mann Judd Melbourne will create a new wealth management division to be headed by financial adviser Andrew Lord....
Funds management
Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...
Financial planning
The Minister for Financial Services and Superannuation, Bill Shorten, has released draft legislation that will protect the terms "financial planner" and "financial advise...
Financial planning
TAL Australia has announced the launch of Affinia, a new risk-specialist dealer group....
Financial planning
Multi-asset real return funds are gaining popularity, but the shortcomings of financial planning software are limiting their uptake, says Lonsec senior analyst Stewart Ga...
Editorial
A recent court ruling is a timely reminder that investment ratings houses are not perfect, writes Mike Taylor. ...
Superannuation
TAL's David Glen outlines the advantages and disadvantages of holding business property in a SMSF and factors for financial planners to consider....
Financial planning
Michelle Tate-Lovery has been named the Money Management 2012 Financial Planner of the Year, with Fiducian's William Johns being named the runner-up....
Financial planning
This year's Financial Planner of the Year awards saw a list of diverse yet high-calibre financial planning professionals enter the finals....
Financial planning
He may be young, but he's got what it takes. William Johns is the runner-up of this year's Financial Planner of the Year award....
Financial planning
It was Michelle Tate-Lovery's drive to professionalism and focus on client education which won her the 2012 Money Management Financial Planner of the Year title. Milana P...
Accounting
The Accounting Professional and Ethical Standards Board (APESB) has indicated the APES 230 standards will not force planners to move clients out of insurance contracts th...
Financial planning
Financial planning clients remain sceptical about their fees regardless of their wealth levels, according to research by the International Centre for Financial Services (...
Financial planning
ASIC has handed out its second enforceable undertaking this month to a former Storm Financial adviser....
Financial planning
Most retail investors rely on themselves, their friends or family or the media for investment advice rather than seeking advice from a financial planner or stockbroker, a...
Never miss the latest news and developments in wealth management industry
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...