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Financial planning
New research has confirmed the dominance of the mortgage market by the big banks, which now hold a combined share of 73.8 per cent....
Financial planning
Simply giving shareholders greater say isn’t good enough, because like executives, shareholders often cash in on high-risk practices....
Financial planning
Financial planners have not been spooked by the reportage and speculation flowing from the Ripoll inquiry, but many are acknowledging that it has impacted the valuations ...
Financial planning
Some banks that provide loans to financial planning businesses are beginning to question the value of financial advice firms that drive business off superannuation invest...
Editorial
In light of the numerous inquiries into financial services as well as changing attitudes to adviser remuneration, SUE VISKOVIC considers the benefits of overhauling your ...
Editorial
Reading their submissions to the Ripoll inquiry, it's clear that not only do ASIC and Treasury hold very different views, but Treasury, in particular, has no desire to se...
Financial planning
JOHN PERRI outlines the changes to social security that will take effect from September 20 this year....
Financial planning
ROGER BRIDGES considers the changing nature of fixed interest....
Financial planning
FPA warns the Government of a double regulatory burden on planning firms as a result of the new National Consumer Credit Protection legislation....
Financial planning
At the recent Investment and Financial Services Association conference, Money Management conducted a round table in which inndustry leaders canvassed various issues facin...
Financial planning
Considering that the baby boomer generation will retire within the next 10 years and their superannuation investments have plunged, they may have no choice but to turn to...
Superannuation
Money Management's round table at the Investment and Financial Services Association conference also considered the future of Australia's Superannuation Guarantee. ...
Editorial
The financial services industry needs to be alert to the fact that the Government is tightening regulatory control of the industry and its markets – not in a legislative ...
Policy & Regulation
The Association of Superannuation Funds of Australia has warned the mooted changes to the tax regime covering the supply of financial services will increase costs....
Financial planning
The Australian Securities and Investments Commission’s submission to the Ripoll Inquiry has raised the stakes for the future of the financial planning industry but has al...
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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...