MONEY MANAGEMENT
Financial planning
Your correspondent's article "Lifestyle launch on despite an ATO notice" (Money Management, April 29) could be seen as another example of front page sensationalism, but s...
Editorial
National Australia Financial Management (NAFM) has doubled profits for the six months ending March this year, reporting a $14 million rise to $28 million. NAFM managing d...
Financial planning
The Investment & Financial Services Association (IFSA) has refuted claims that it is holding formal talks to merge its external complaints resolution scheme. However, Mon...
Financial planning
As a regular reader of Money Management (and a service management scholar), I was astonished by the report on comments by Rob Saultz at the Next Direct 99 Conference (Mon...
Financial planning
KPMG's financial services arm may soon be on the market. ...
Financial planning
IOOF subsidiary Winchcombe Carson's Queensland franchise is to switch to Garrisons this week, managing director John Sikkman has told Money Management....
Financial planning
BT Funds Management and its new parent Principal Financial Group are keen to show the world a united front....
Financial planning
Commonwealth Financial Services’ more cautious investment style appears to be working. Zilla Efrat takes a look at its philosophy and approach to investment decisions....
Financial planning
An ambitious financial planning co-operative has hit a snag, with directors wrangling over control of the group. ...
Financial planning
The Financial Planning Association (FPA) has reacted strongly to news that two accounting bodies intend to set up independent financial planning designations....
Financial planning
Norwich Union has confirmed its future distribution strategy will be adviser-driven with no plans to introduce direct selling, says managing director James MacKenzie....
Financial planning
Financial planners who have advised clients in the past seven years to use a protected loan for margin lending may soon find themselves with some very dis-gruntled client...
Financial planning
Rodney Adler says distribution is king when it comes to financial services....
Financial planning
In less than a fortnight, the first conference to combine wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers sp...
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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...