MONEY MANAGEMENT
Editorial
The Coalition signaled early that one of its first priorities if it won Government at the 2013 Federal Election would be 'Son of Wallis' – essentially an update of the Fi...
Superannuation
First it was financial advice, now lawyers are targeting superannuation disputes....
Financial planning
This is the final e-newsletter edition of Money Management for 2013. We’ll be back 6 January, 2014....
Superannuation
An industry body representing SMSFs has rejected the idea of the sector being regulated by APRA, claiming the current framework is sufficient....
Superannuation
New survey reveals super trustees and executives don’t believe their members understand their life insurance offerings....
Superannuation
A new survey has revealed narrow majority support for making super funds subject to the same rules as publicly-listed companies....
Superannuation
New survey confirms strong support for a single regulator approach to superannuation....
Financial planning
The FPA is continuing to pursue enshrinement of the term ‘financial planner/adviser’ amid Government consideration of FOFA changes....
Financial planning
Dealer group head calls for rigorous consultations before FOS moves to lift fees....
Financial planning
Money Management has named Tupicoffs’ James Kenny its 2013 Financial Planner of the Year. ...
Financial planning
Planners within Peter Daly’s new Beacon Group are being encouraged to sign up to a defence trust under the auspices of AIOFP....
Financial planning
Is scaled advice a game only the big guys can play? Malavika Santhebennur explores some of the things that might be stopping smaller financial planning practices from pro...
Funds management
ASIC confirms new MDA guidelines likely in 2014....
Life/Risk
Fortnum Financial Advisers is requiring the major risk insurers to meet a higher set of standards before they can be admitted to the group’s APL as “preferred insurers”....
Editorial
This month, PortfolioConstruction Forum asked the research houses: For what types of funds are performance fees warranted, and what is a reasonable performance fee struct...
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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...